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BWLCX vs VIVAX
BWLCX vs VIVAX Comparison
Open Charts BWLCX vs VIVAX
American Beacon Man Lg Cp Value C
Price$21.17
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets214.96M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BWLCX vs VIVAX Comparison Chart
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BWLCX vs. VIVAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BWLCX (215M). VIVAX pays higher dividends than BWLCX: VIVAX (2.22) vs BWLCX (0.00). BWLCX was incepted earlier than VIVAX: BWLCX (13 years) vs VIVAX (33 years). BWLCX (1.94) is less costly to investors than VIVAX (0.17). BWLCX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). 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 : 5.12 vs. BWLCX (-10.37). VIVAX return over 5 years is better than : 72.17 vs. BWLCX (12.30).
| BWLCX | VIVAX | BWLCX / VIVAX | |
| Total Expense Ratio | 1.94 | 0.17 | 1,141% |
| Annual Report Gross Expense Ratio | 1.94 | 0.17 | 1,141% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -0.797 | -0.958 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.22 | - |
| Returns for 1 year | -10.37 | 5.12 | -203% |
| Returns for 3 years | -6.58 | 20.66 | -32% |
| Returns for 5 years | 12.30 | 72.17 | 17% |
| Returns for 10 years | -3.67 | 96.24 | -4% |
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