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BWLRX vs VIVAX
BWLRX vs VIVAX Comparison
Open Charts BWLRX vs VIVAX
American Beacon Man Lg Cp Value R6
Price$23.69
Change+$0.27 (+1.15%)
VolumeN/A
Net Assets219.98M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BWLRX vs VIVAX Comparison Chart
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BWLRX vs. VIVAX commentary
Jun 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BWLRX (220M). 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 : 6.81 vs. BWLRX (-4.23). VIVAX return over 5 years is better than : 58.70 vs. BWLRX (12.31).
| 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 | 3.631 | 1.238 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.16 | 56% |
| Returns for 1 year | -4.23 | 6.81 | -62% |
| Returns for 3 years | -1.66 | 18.51 | -9% |
| Returns for 5 years | 12.31 | 58.70 | 21% |
| Returns for 10 years | N/A | 102.90 | - |
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