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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$24.41
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets227.27M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BWLIX vs VIVAX Comparison Chart in %
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BWLIX vs. VIVAX commentary
Jul 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 BWLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BWLIX (227M). VIVAX pays higher dividends than BWLIX: VIVAX (2.06) vs BWLIX (0.83). BWLIX was incepted earlier than VIVAX: BWLIX (13 years) vs VIVAX (33 years). BWLIX (1.20) is less costly to investors than VIVAX (0.17). BWLIX is a more actively managed with annual turnover of: 64.00 vs. VIVAX (9.00). 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 : 12.04 vs. BWLIX (-0.55). VIVAX return over 5 years is better than : 80.14 vs. BWLIX (25.36).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 7.913 | 6.209 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 189B | 0% |
| Annual Yield % from dividends | 0.83 | 2.06 | 40% |
| Returns for 1 year | -0.55 | 12.04 | -5% |
| Returns for 3 years | 9.94 | 35.16 | 28% |
| Returns for 5 years | 25.36 | 80.14 | 32% |
| Returns for 10 years | 12.37 | 115.74 | 11% |