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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$16.01
Change+$0.23 (+1.46%)
VolumeN/A
Net Assets67.3M
Vanguard Value Index Adm
Price$72.97
Change+$0.55 (+0.76%)
VolumeN/A
Net Assets207.8B
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX commentary
Oct 21, 2025
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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SHXIX (67.3M). VVIAX pays higher dividends than SHXIX: VVIAX (2.08) vs SHXIX (0.66). SHXIX was incepted earlier than VVIAX: SHXIX (8 years) vs VVIAX (25 years). SHXIX (0.87) is less costly to investors than VVIAX (0.05). SHXIX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SHXIX: VVIAX (3000) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 7.30 vs. VVIAX (4.55). VVIAX return over 5 years is better than : 74.40 vs. SHXIX (44.22).
| SHXIX | VVIAX | SHXIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.87 | 0.05 | 1,740% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 13.037 | 9.746 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.3M | 208B | 0% |
| Annual Yield % from dividends | 0.66 | 2.08 | 32% |
| Returns for 1 year | 7.30 | 4.55 | 160% |
| Returns for 3 years | 27.13 | 41.72 | 65% |
| Returns for 5 years | 44.22 | 74.40 | 59% |
| Returns for 10 years | N/A | 124.60 | - |
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