Interact to see
Advertisement
Advertisement
BWLAX vs VVIAX
BWLAX vs VVIAX Comparison
Open Charts BWLAX vs VVIAX
American Beacon Man Lg Cp Value A
Price$23.17
Change+$0.26 (+1.13%)
VolumeN/A
Net Assets219.98M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BWLAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BWLAX vs. VVIAX commentary
Jun 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 BWLAX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BWLAX (220M). VVIAX pays higher dividends than BWLAX: VVIAX (2.28) vs BWLAX (0.93). BWLAX was incepted earlier than VVIAX: BWLAX (13 years) vs VVIAX (25 years). BWLAX (1.21) 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 : 6.82 vs. BWLAX (-5.08). VVIAX return over 5 years is better than : 58.69 vs. BWLAX (9.33).
| BWLAX | VVIAX | BWLAX / VVIAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.438 | 1.255 | 274% |
| Front Load | 6% | 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 | 0.93 | 2.28 | 41% |
| Returns for 1 year | -5.08 | 6.82 | -74% |
| Returns for 3 years | -3.42 | 18.51 | -18% |
| Returns for 5 years | 9.33 | 58.69 | 16% |
| Returns for 10 years | 7.81 | 102.89 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement