Ad is loading...
BWLAX vs VVIAX
BWLAX vs VVIAX Comparison
Open Charts BWLAX vs VVIAX
American Beacon Man Lg Cp Value A
Price$22.37
Change+$0.43 (+1.96%)
VolumeN/A
Net Assets218.16M
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
BWLAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BWLAX vs. VVIAX commentary
May 05, 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 BWLAX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BWLAX (218M). VVIAX pays higher dividends than BWLAX: VVIAX (2.34) vs BWLAX (0.95). BWLAX was incepted earlier than VVIAX: BWLAX (13 years) vs VVIAX (24 years). BWLAX (1.23) is less costly to investors than VVIAX (0.05). BWLAX is a more actively managed with annual turnover of: 64.00 vs. VVIAX (9.00). BWLAX has a lower initial minimum investment than VVIAX: BWLAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.67 vs. BWLAX (-7.45). VVIAX return over 5 years is better than : 76.47 vs. BWLAX (22.94).
| BWLAX | VVIAX | BWLAX / VVIAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -0.134 | -0.336 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 191B | 0% |
| Annual Yield % from dividends | 0.95 | 2.34 | 41% |
| Returns for 1 year | -7.45 | 7.67 | -97% |
| Returns for 3 years | -5.13 | 19.07 | -27% |
| Returns for 5 years | 22.94 | 76.47 | 30% |
| Returns for 10 years | 4.77 | 98.86 | 5% |