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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$24.41
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets223.14M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
BWLIX vs VIVAX Comparison Chart in %
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BWLIX vs. VIVAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BWLIX (223M). VIVAX pays higher dividends than BWLIX: VIVAX (2.06) vs BWLIX (0.82). BWLIX was incepted earlier than VIVAX: BWLIX (14 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 : 10.52 vs. BWLIX (0.30). VIVAX return over 5 years is better than : 67.38 vs. BWLIX (18.07).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 7.913 | 4.604 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 196B | 0% |
| Annual Yield % from dividends | 0.82 | 2.06 | 40% |
| Returns for 1 year | 0.30 | 10.52 | 3% |
| Returns for 3 years | 5.28 | 28.85 | 18% |
| Returns for 5 years | 18.07 | 67.38 | 27% |
| Returns for 10 years | 11.85 | 109.96 | 11% |