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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$26.43
Change-$0.76 (-2.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BWLIX vs VIVAX Comparison Chart
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BWLIX vs. VIVAX commentary
Dec 19, 2024
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 StrongSell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BWLIX (251M). 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 : 16.42 vs. BWLIX (8.72). VIVAX return over 5 years is better than : 44.64 vs. BWLIX (8.24).
| 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 | 18.269 | 16.008 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.25 | 71% |
| Returns for 1 year | 8.72 | 16.42 | 53% |
| Returns for 3 years | 5.99 | 20.48 | 29% |
| Returns for 5 years | 8.24 | 44.64 | 18% |
| Returns for 10 years | 24.97 | 104.82 | 24% |
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