Interact to see
Advertisement
Advertisement
BWLIX vs VIVAX
BWLIX vs VIVAX Comparison
Open Charts BWLIX vs VIVAX
American Beacon Man Lg Cp Value I
Price$23.26
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets220.31M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BWLIX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BWLIX vs. VIVAX commentary
Jun 15, 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 (220M). VIVAX pays higher dividends than BWLIX: VIVAX (2.16) vs BWLIX (0.86). 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 : 8.01 vs. BWLIX (-4.70). VIVAX return over 5 years is better than : 72.56 vs. BWLIX (17.71).
| 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 | 2.829 | 2.419 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 189B | 0% |
| Annual Yield % from dividends | 0.86 | 2.16 | 40% |
| Returns for 1 year | -4.70 | 8.01 | -59% |
| Returns for 3 years | 5.99 | 32.20 | 19% |
| Returns for 5 years | 17.71 | 72.56 | 24% |
| Returns for 10 years | 6.14 | 103.54 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement