Ad is loading...
BWLRX vs VIVAX
BWLRX vs VIVAX Comparison
Open Charts BWLRX vs VIVAX
American Beacon Man Lg Cp Value R6
Price$23.80
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets246.58M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
BWLRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BWLRX vs. VIVAX commentary
Jan 19, 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 BWLRX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BWLRX (247M). VIVAX pays higher dividends than BWLRX: VIVAX (2.25) vs BWLRX (1.94). BWLRX was incepted earlier than VIVAX: BWLRX (8 years) vs VIVAX (32 years). BWLRX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (10.00). BWLRX has a lower initial minimum investment than VIVAX: BWLRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. BWLRX (6.04). VIVAX return over 5 years is better than : 44.18 vs. BWLRX (-2.59).
| BWLRX | VIVAX | BWLRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 4.112 | 3.194 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 184B | 0% |
| Annual Yield % from dividends | 1.94 | 2.25 | 86% |
| Returns for 1 year | 6.04 | 18.19 | 33% |
| Returns for 3 years | -5.43 | 18.46 | -29% |
| Returns for 5 years | -2.59 | 44.18 | -6% |
| Returns for 10 years | N/A | 111.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...