Ad is loading...
SHXIX vs VMVIX
SHXIX vs VMVIX Comparison
Open Charts SHXIX vs VMVIX
American Beacon Shapiro Equity Opps R5
Price$14.10
Change-$0.47 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
SHXIX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VMVIX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SHXIX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. SHXIX (125M). VMVIX pays higher dividends than SHXIX: VMVIX (2.03) vs SHXIX (0.80). SHXIX was incepted earlier than VMVIX: SHXIX (7 years) vs VMVIX (18 years). SHXIX is a more actively managed with annual turnover of: 33.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than SHXIX: VMVIX (3000) vs SHXIX (250000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. SHXIX (11.80). VMVIX return over 5 years is better than : 40.88 vs. SHXIX (25.40).
| SHXIX | VMVIX | SHXIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 9.962 | 14.787 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 32.8B | 0% |
| Annual Yield % from dividends | 0.80 | 2.03 | 39% |
| Returns for 1 year | 11.80 | 15.40 | 77% |
| Returns for 3 years | -8.40 | 14.45 | -58% |
| Returns for 5 years | 25.40 | 40.88 | 62% |
| Returns for 10 years | N/A | 89.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVY | 26.24 | -0.08 | -0.31% |
| Sound Equity Dividend Income ETF | |||
| SPY | 604.29 | -2.50 | -0.41% |
| SPDR® S&P 500® ETF Trust | |||
| FLMB | 23.96 | -0.12 | -0.48% |
| Franklin Municipal Green Bond ETF | |||
| PSCT | 50.86 | -0.47 | -0.92% |
| Invesco S&P SmallCap Info Tech ETF | |||
| NVDY | 22.70 | -0.30 | -1.30% |
| YieldMax NVDA Option Income Strategy ETF | |||