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BWLCX vs VIVAX
BWLCX vs VIVAX Comparison
Open Charts BWLCX vs VIVAX
American Beacon Man Lg Cp Value C
Price$22.20
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets245.93M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
BWLCX vs VIVAX Comparison Chart
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BWLCX vs. VIVAX commentary
Jan 18, 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 BWLCX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BWLCX (246M). VIVAX pays higher dividends than BWLCX: VIVAX (2.25) vs BWLCX (0.89). BWLCX was incepted earlier than VIVAX: BWLCX (13 years) vs VIVAX (32 years). BWLCX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (10.00). BWLCX has a lower initial minimum investment than VIVAX: BWLCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. BWLCX (3.59). VIVAX return over 5 years is better than : 44.18 vs. BWLCX (-10.19).
| BWLCX | VIVAX | BWLCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 4.030 | 3.194 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 184B | 0% |
| Annual Yield % from dividends | 0.89 | 2.25 | 39% |
| Returns for 1 year | 3.59 | 18.19 | 20% |
| Returns for 3 years | -10.21 | 18.46 | -55% |
| Returns for 5 years | -10.19 | 44.18 | -23% |
| Returns for 10 years | 5.65 | 111.10 | 5% |
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