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BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$25.52
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets228.68M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
BWLIX vs VIVAX Comparison Chart in %
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BWLIX vs. VIVAX commentary
Sep 09, 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: 203B vs. BWLIX (229M). VIVAX pays higher dividends than BWLIX: VIVAX (1.99) vs BWLIX (0.79). BWLIX was incepted earlier than VIVAX: BWLIX (14 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 : 7.74 vs. BWLIX (-0.33). VIVAX return over 5 years is better than : 70.18 vs. BWLIX (22.80).
| BWLIX | VIVAX | BWLIX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 12.821 | 7.845 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 203B | 0% |
| Annual Yield % from dividends | 0.79 | 1.99 | 39% |
| Returns for 1 year | -0.33 | 7.74 | -4% |
| Returns for 3 years | 14.25 | 36.63 | 39% |
| Returns for 5 years | 22.80 | 70.18 | 32% |
| Returns for 10 years | 25.07 | 131.64 | 19% |
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