BWLIX
Price
$24.75
Change
+$0.17 (+0.69%)
Updated
Jul 25 closing price
Net Assets
226.23M
VIVAX
Price
$70.47
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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BWLIX vs VIVAX

Header iconBWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAXBanner chart's image
American Beacon Man Lg Cp Value I
Price$24.75
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets226.23M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BWLIX vs VIVAX Comparison Chart in %
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BWLIX vs. VIVAX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BWLIX (226M). 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 : 9.76 vs. BWLIX (-2.40). VIVAX return over 5 years is better than : 74.87 vs. BWLIX (22.34).
BWLIXVIVAXBWLIX / VIVAX
Total Expense Ratio1.200.17706%
Annual Report Gross Expense Ratio1.200.17706%
Fund Existence13 years33 years-
Gain YTD9.4166.724140%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets226M195B0%
Annual Yield % from dividends0.832.0640%
Returns for 1 year-2.409.76-25%
Returns for 3 years10.5234.3131%
Returns for 5 years22.3474.8730%
Returns for 10 years14.88116.3213%
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