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BWLCX vs VIVAX
BWLCX vs VIVAX Comparison
Open Charts BWLCX vs VIVAX
American Beacon Man Lg Cp Value C
Price$23.46
Change-$0.13 (-0.55%)
VolumeN/A
Net Assets226.55M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
BWLCX vs VIVAX Comparison Chart in %
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BWLCX vs. VIVAX commentary
Aug 18, 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 BWLCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BWLCX (227M). VIVAX pays higher dividends than BWLCX: VIVAX (2.06) vs BWLCX (0.00). BWLCX was incepted earlier than VIVAX: BWLCX (14 years) vs VIVAX (33 years). BWLCX (1.94) is less costly to investors than VIVAX (0.17). BWLCX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). BWLCX has a lower initial minimum investment than VIVAX: BWLCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. BWLCX (-3.30). VIVAX return over 5 years is better than : 68.56 vs. BWLCX (13.11).
| BWLCX | VIVAX | BWLCX / VIVAX | |
| Total Expense Ratio | 1.94 | 0.17 | 1,141% |
| Annual Report Gross Expense Ratio | 1.94 | 0.17 | 1,141% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 9.934 | 6.512 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 196B | 0% |
| Annual Yield % from dividends | 0.00 | 2.06 | - |
| Returns for 1 year | -3.30 | 7.90 | -42% |
| Returns for 3 years | -0.55 | 25.93 | -2% |
| Returns for 5 years | 13.11 | 68.56 | 19% |
| Returns for 10 years | 6.42 | 114.64 | 6% |
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