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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$22.52
Change-$0.24 (-1.05%)
VolumeN/A
Net Assets230.42M
Vanguard Value Index I
Price$66.41
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
BWLIX vs VIVAX Comparison Chart
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BWLIX vs. VIVAX commentary
Mar 12, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BWLIX (230M). VIVAX pays higher dividends than BWLIX: VIVAX (2.08) vs BWLIX (0.84). BWLIX was incepted earlier than VIVAX: BWLIX (13 years) vs VIVAX (32 years). BWLIX (1.18) is less costly to investors than VIVAX (0.17). 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 : 8.64 vs. BWLIX (-5.23). VIVAX return over 5 years is better than : 98.27 vs. BWLIX (24.64).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 2.210 | 1.771 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 195B | 0% |
| Annual Yield % from dividends | 0.84 | 2.08 | 40% |
| Returns for 1 year | -5.23 | 8.64 | -61% |
| Returns for 3 years | -1.94 | 21.82 | -9% |
| Returns for 5 years | 24.64 | 98.27 | 25% |
| Returns for 10 years | 8.43 | 107.23 | 8% |