BWLCX
Price
$27.35
Change
+$0.16 (+0.59%)
Updated
Jun 22 closing price
Net Assets
252.68M
VIVIX
Price
$85.29
Change
+$0.82 (+0.97%)
Updated
Jun 22 closing price
Net Assets
245.01B
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BWLCX vs VIVIX

BWLCX vs VIVIX Comparison Chart in %
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BWLCX vs. VIVIX commentary
Jun 24, 2026

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 StrongBuy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 245B vs. BWLCX (253M). VIVIX pays higher dividends than BWLCX: VIVIX (1.87) vs BWLCX (0.00). BWLCX was incepted earlier than VIVIX: BWLCX (14 years) vs VIVIX (28 years). BWLCX (1.81) is less costly to investors than VIVIX (0.03). BWLCX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (8.00). BWLCX has a lower initial minimum investment than VIVIX: BWLCX (1000) vs VIVIX (5000000). VIVIX (25.33) and BWLCX (24.16) have marching annual gain over last year. VIVIX return over 5 years is better than : 60.17 vs. BWLCX (12.03).
BWLCXVIVIXBWLCX / VIVIX
Total Expense Ratio1.810.036,033%
Annual Report Gross Expense Ratio1.810.036,033%
Fund Existence14 years28 years-
Gain YTD16.44514.468114%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets253M245B0%
Annual Yield % from dividends0.001.87-
Returns for 1 year24.1625.3395%
Returns for 3 years23.7057.9641%
Returns for 5 years12.0360.1720%
Returns for 10 years31.85166.3519%
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