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BWLCX vs VIVAX
BWLCX vs VIVAX Comparison
Open Charts BWLCX vs VIVAX
American Beacon Man Lg Cp Value C
Price$19.41
Change-$1.24 (-6.00%)
VolumeN/A
Net Assets205.71M
Vanguard Value Index I
Price$61.23
Change-$3.89 (-5.97%)
VolumeN/A
Net Assets195.24B
BWLCX vs VIVAX Comparison Chart
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BWLCX vs. VIVAX commentary
Apr 07, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BWLCX (206M). VIVAX pays higher dividends than BWLCX: VIVAX (2.14) vs BWLCX (0.00). BWLCX was incepted earlier than VIVAX: BWLCX (13 years) vs VIVAX (32 years). BWLCX (1.94) is less costly to investors than VIVAX (0.17). 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 : -1.54 vs. BWLCX (-19.69). VIVAX return over 5 years is better than : 82.55 vs. BWLCX (22.81).
| 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 | 32 years | - |
| Gain YTD | -9.044 | -7.287 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -19.69 | -1.54 | 1,280% |
| Returns for 3 years | -18.86 | 6.85 | -275% |
| Returns for 5 years | 22.81 | 82.55 | 28% |
| Returns for 10 years | -11.07 | 87.63 | -13% |
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