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BWLCX vs VIVIX
BWLCX vs VIVIX Comparison
Open Charts BWLCX vs VIVIX
American Beacon Man Lg Cp Value C
Price$22.07
Change-$0.33 (-1.47%)
VolumeN/A
Net Assets240M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
BWLCX vs VIVIX Comparison Chart
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BWLCX vs. VIVIX commentary
Feb 23, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. BWLCX (240M). VIVIX pays higher dividends than BWLCX: VIVIX (2.37) vs BWLCX (0.89). BWLCX was incepted earlier than VIVIX: BWLCX (13 years) vs VIVIX (27 years). BWLCX is a more actively managed with annual turnover of: 54.00 vs. VIVIX (10.00). BWLCX has a lower initial minimum investment than VIVIX: BWLCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. BWLCX (-3.20). VIVIX return over 5 years is better than : 47.20 vs. BWLCX (-8.58).
| BWLCX | VIVIX | BWLCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 3.421 | 4.165 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 193B | 0% |
| Annual Yield % from dividends | 0.89 | 2.37 | 37% |
| Returns for 1 year | -3.20 | 13.44 | -24% |
| Returns for 3 years | -5.93 | 23.92 | -25% |
| Returns for 5 years | -8.58 | 47.20 | -18% |
| Returns for 10 years | -0.78 | 105.52 | -1% |
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