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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$21.37
Change+$0.42 (+2.00%)
VolumeN/A
Net Assets204.88M
Vanguard Value Index I
Price$63.34
Change+$1.39 (+2.24%)
VolumeN/A
Net Assets190.51B
BWLIX vs VIVAX Comparison Chart
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BWLIX vs. VIVAX commentary
Apr 24, 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: 191B vs. BWLIX (205M). VIVAX pays higher dividends than BWLIX: VIVAX (2.14) vs BWLIX (0.86). 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 : 1.18 vs. BWLIX (-13.21). VIVAX return over 5 years is better than : 67.10 vs. BWLIX (20.93).
| 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 | -5.526 | -6.197 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 191B | 0% |
| Annual Yield % from dividends | 0.86 | 2.14 | 40% |
| Returns for 1 year | -13.21 | 1.18 | -1,120% |
| Returns for 3 years | -11.62 | 9.50 | -122% |
| Returns for 5 years | 20.93 | 67.10 | 31% |
| Returns for 10 years | -2.22 | 86.20 | -3% |
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