American Beacon Shapiro Equity Opportunities Fund (SHXPX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHXPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHXPX
SHXPX charges 1.21% annually. There are 289 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SHXPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SHXPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | SHXPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SHXPX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | SHXPX vs VVIAX |
Best Risk-Adjusted Alternatives to SHXPX
Among 329 mutual funds in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SHXPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SHXPX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | SHXPX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | SHXPX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SHXPX vs SABTX |
Top Performing SHXPX Alternatives (YTD)
Among 329 mutual funds in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | SHXPX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | SHXPX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | SHXPX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | SHXPX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | SHXPX vs PXTIX |
Lowest Volatility Alternatives to SHXPX
SHXPX has 2.38% 1-year volatility. No mutual funds in the Large Cap Value Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SHXPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | SHXPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | SHXPX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | SHXPX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class M | 8.06% | — | Feb 1996 | SHXPX vs FALGX |
Lowest Drawdown Alternatives to SHXPX
Among 329 mutual funds in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | SHXPX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SHXPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SHXPX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | SHXPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SHXPX vs SVAIX |
Other Mutual Funds from American Beacon
The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AVFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Beacon Frontier Markets Income Fund | Emerging Markets Bonds | 98 | 6.76% | — | Feb 2014 | SHXPX vs AGEPX | |
| American Beacon AHL TargetRisk Fund | Tactical Allocation | 66 | 8.71% | — | Dec 2018 | SHXPX vs AHTPX | |
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 68 | 22.40% | — | Dec 1998 | SHXPX vs AVFIX | |
| American Beacon Large Cap Value Fund | Large Cap Value Equities | 48 | 8.02% | — | Jul 1987 | SHXPX vs AADEX | |
| American Beacon ARK Transformational Innovation Fu... | Mid Cap Growth Equities | 15 | 4.66% | — | Jan 2017 | SHXPX vs ADNPX | |
| American Beacon Balanced Fund | Diversified Portfolio | 56 | 5.84% | — | Jul 1987 | SHXPX vs AADBX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 87 | 12.66% | — | Aug 2014 | SHXPX vs AHLPX | |
| American Beacon Tocqueville International Value Fu... | Foreign Large Cap Equities | 93 | 35.17% | — | Aug 1994 | SHXPX vs TIVFX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 29 | 7.76% | — | Aug 1991 | SHXPX vs AAIEX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 2.13% | — | Feb 2011 | SHXPX vs SHYPX |
Often Compared With SHXPX
Investors most often compare SHXPX with SPUS, VONG, TOWFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SHXPX with Any Fund or Stock
Compare SHXPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHXPX with funds that move differently
American Beacon Shapiro Equity Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHXPX.
Explore SHXPX Diversifiers