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BWLRX vs VIVAX
BWLRX vs VIVAX Comparison
Open Charts BWLRX vs VIVAX
American Beacon Man Lg Cp Value R6
Price$24.08
Change+$0.19 (+0.80%)
VolumeN/A
Net Assets221.04M
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
BWLRX vs VIVAX Comparison Chart in %
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BWLRX vs. VIVAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BWLRX (221M). VIVAX pays higher dividends than BWLRX: VIVAX (2.16) vs BWLRX (1.20). BWLRX was incepted earlier than VIVAX: BWLRX (8 years) vs VIVAX (33 years). BWLRX (0.82) is less costly to investors than VIVAX (0.17). BWLRX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). 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 : 8.64 vs. BWLRX (-2.10). VIVAX return over 5 years is better than : 80.98 vs. BWLRX (28.55).
| BWLRX | VIVAX | BWLRX / VIVAX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 5.337 | 3.312 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.16 | 56% |
| Returns for 1 year | -2.10 | 8.64 | -24% |
| Returns for 3 years | 7.90 | 30.67 | 26% |
| Returns for 5 years | 28.55 | 80.98 | 35% |
| Returns for 10 years | N/A | 110.43 | - |
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