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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$23.99
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets246.64M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
BWLIX vs VIVAX Comparison Chart
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BWLIX vs. VIVAX commentary
Jan 31, 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 BWLIX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BWLIX (247M). VIVAX pays higher dividends than BWLIX: VIVAX (2.25) vs BWLIX (1.59). BWLIX was incepted earlier than VIVAX: BWLIX (13 years) vs VIVAX (32 years). BWLIX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (10.00). BWLIX has a lower initial minimum investment than VIVAX: BWLIX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.70 vs. BWLIX (3.73). VIVAX return over 5 years is better than : 50.84 vs. BWLIX (1.71).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 6.057 | 3.906 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 3.73 | 16.70 | 22% |
| Returns for 3 years | -2.40 | 21.04 | -11% |
| Returns for 5 years | 1.71 | 50.84 | 3% |
| Returns for 10 years | 15.42 | 114.28 | 13% |