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BWLCX vs VIVAX
BWLCX vs VIVAX Comparison
Open Charts BWLCX vs VIVAX
American Beacon Man Lg Cp Value C
Price$22.43
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets223.07M
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
BWLCX vs VIVAX Comparison Chart in %
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BWLCX vs. VIVAX commentary
Jun 30, 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: 189B vs. BWLCX (223M). VIVAX pays higher dividends than BWLCX: VIVAX (2.16) 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 : 10.56 vs. BWLCX (-3.94). VIVAX return over 5 years is better than : 82.89 vs. BWLCX (18.93).
| 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 | 5.108 | 4.402 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.16 | - |
| Returns for 1 year | -3.94 | 10.56 | -37% |
| Returns for 3 years | 3.73 | 33.24 | 11% |
| Returns for 5 years | 18.93 | 82.89 | 23% |
| Returns for 10 years | 2.67 | 112.46 | 2% |
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