Ad is loading...
SHXPX vs VVIAX
SHXPX vs VVIAX Comparison
Open Charts SHXPX vs VVIAX
American Beacon Shapiro Equity Opps I
Price$14.41
Change-$0.13 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SHXPX vs VVIAX Comparison Chart
Loading...
SHXPX vs. VVIAX commentary
Sep 21, 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 SHXPX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SHXPX (136M). VVIAX pays higher dividends than SHXPX: VVIAX (2.36) vs SHXPX (0.57). SHXPX was incepted earlier than VVIAX: SHXPX (7 years) vs VVIAX (24 years). SHXPX is a more actively managed with annual turnover of: 33.00 vs. VVIAX (10.00). SHXPX has a lower initial minimum investment than VVIAX: SHXPX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. SHXPX (18.97). VVIAX return over 5 years is better than : 54.20 vs. SHXPX (33.50).
| SHXPX | VVIAX | SHXPX / 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 | 9.549 | 15.359 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 183B | 0% |
| Annual Yield % from dividends | 0.57 | 2.36 | 24% |
| Returns for 1 year | 18.97 | 20.40 | 93% |
| Returns for 3 years | -6.94 | 25.00 | -28% |
| Returns for 5 years | 33.50 | 54.20 | 62% |
| Returns for 10 years | N/A | 109.21 | - |