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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX commentary
Jun 24, 2026
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: 245B vs. SHXIX (28.5M). VVIAX pays higher dividends than SHXIX: VVIAX (1.87) vs SHXIX (0.25). SHXIX was incepted earlier than VVIAX: SHXIX (9 years) vs VVIAX (26 years). SHXIX (0.99) is less costly to investors than VVIAX (0.05). SHXIX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (8.00). VVIAX has a lower initial minimum investment than SHXIX: VVIAX (3000) vs SHXIX (250000). VVIAX annual gain was more profitable for investors over the last year : 25.01 vs. SHXIX (10.01). VVIAX return over 5 years is better than : 59.76 vs. SHXIX (-1.41).
| SHXIX | VVIAX | SHXIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 0.446 | 13.367 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 245B | 0% |
| Annual Yield % from dividends | 0.25 | 1.87 | 13% |
| Returns for 1 year | 10.01 | 25.01 | 40% |
| Returns for 3 years | 31.42 | 56.44 | 56% |
| Returns for 5 years | -1.41 | 59.76 | -2% |
| Returns for 10 years | N/A | 163.79 | - |
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