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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$14.71
Change-$0.05 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
SHXIX vs VVIAX Comparison Chart
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SHXIX vs. VVIAX commentary
Nov 18, 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 Sell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SHXIX (132M). VVIAX pays higher dividends than SHXIX: VVIAX (2.36) vs SHXIX (0.80). SHXIX was incepted earlier than VVIAX: SHXIX (7 years) vs VVIAX (24 years). SHXIX is a more actively managed with annual turnover of: 33.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than SHXIX: VVIAX (3000) vs SHXIX (250000). VVIAX (25.54) and SHXIX (24.31) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. SHXIX (30.50).
| SHXIX | VVIAX | SHXIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 11.019 | 17.922 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 184B | 0% |
| Annual Yield % from dividends | 0.80 | 2.36 | 34% |
| Returns for 1 year | 24.31 | 25.54 | 95% |
| Returns for 3 years | -12.91 | 21.55 | -60% |
| Returns for 5 years | 30.50 | 50.78 | 60% |
| Returns for 10 years | N/A | 110.49 | - |
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