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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$24.12
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets221.31M
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
BWLIX vs VIVAX Comparison Chart in %
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BWLIX vs. VIVAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BWLIX (221M). VIVAX pays higher dividends than BWLIX: VIVAX (2.06) vs BWLIX (0.83). BWLIX was incepted earlier than VIVAX: BWLIX (13 years) vs VIVAX (33 years). BWLIX (1.20) is less costly to investors than VIVAX (0.17). BWLIX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). 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 : 5.39 vs. BWLIX (-6.20). VIVAX return over 5 years is better than : 70.22 vs. BWLIX (20.46).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 6.631 | 4.089 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 195B | 0% |
| Annual Yield % from dividends | 0.83 | 2.06 | 40% |
| Returns for 1 year | -6.20 | 5.39 | -115% |
| Returns for 3 years | 9.15 | 33.38 | 27% |
| Returns for 5 years | 20.46 | 70.22 | 29% |
| Returns for 10 years | 9.58 | 107.11 | 9% |
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