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BWLAX vs VIVIX
BWLAX vs VIVIX Comparison
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BWLAX vs VIVIX Comparison Chart in %
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BWLAX vs. VIVIX commentary
Jun 03, 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 BWLAX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 238B vs. BWLAX (244M). VIVIX pays higher dividends than BWLAX: VIVIX (1.87) vs BWLAX (0.66). BWLAX was incepted earlier than VIVIX: BWLAX (14 years) vs VIVIX (28 years). BWLAX (1.05) is less costly to investors than VIVIX (0.03). BWLAX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (8.00). BWLAX has a lower initial minimum investment than VIVIX: BWLAX (2500) vs VIVIX (5000000). BWLAX annual gain was more profitable for investors over the last year : 25.52 vs. VIVIX (23.24). VIVIX return over 5 years is better than : 50.71 vs. BWLAX (14.34).
| BWLAX | VIVIX | BWLAX / VIVIX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.03 | 3,500% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 15.491 | 10.670 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 238B | 0% |
| Annual Yield % from dividends | 0.66 | 1.87 | 35% |
| Returns for 1 year | 25.52 | 23.24 | 110% |
| Returns for 3 years | 28.11 | 53.18 | 53% |
| Returns for 5 years | 14.34 | 50.71 | 28% |
| Returns for 10 years | 37.58 | 150.42 | 25% |
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