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BWLAX vs VIVAX
BWLAX vs VIVAX Comparison
Open Charts BWLAX vs VIVAX
American Beacon Man Lg Cp Value A
Price$24.16
Change+$0.16 (+0.67%)
VolumeN/A
Net Assets227.27M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BWLAX vs VIVAX Comparison Chart in %
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BWLAX vs. VIVAX commentary
Jul 05, 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 BWLAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BWLAX (227M). VIVAX pays higher dividends than BWLAX: VIVAX (2.06) vs BWLAX (0.89). BWLAX was incepted earlier than VIVAX: BWLAX (13 years) vs VIVAX (33 years). BWLAX (1.21) is less costly to investors than VIVAX (0.17). BWLAX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). BWLAX has a lower initial minimum investment than VIVAX: BWLAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. BWLAX (-0.70). VIVAX return over 5 years is better than : 80.14 vs. BWLAX (24.85).
| BWLAX | VIVAX | BWLAX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 7.857 | 6.209 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 189B | 0% |
| Annual Yield % from dividends | 0.89 | 2.06 | 43% |
| Returns for 1 year | -0.70 | 12.04 | -6% |
| Returns for 3 years | 9.60 | 35.16 | 27% |
| Returns for 5 years | 24.85 | 80.14 | 31% |
| Returns for 10 years | 11.98 | 115.74 | 10% |
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