BWLAX
Price
$28.48
Change
+$0.31 (+1.10%)
Updated
Jun 2 closing price
Net Assets
244.16M
VVIAX
Price
$83.17
Change
+$0.71 (+0.86%)
Updated
Jun 2 closing price
Net Assets
237.83B
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BWLAX vs VVIAX

Header iconBWLAX vs VVIAX Comparison
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BWLAX vs VVIAX Comparison Chart in %
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BWLAX vs. VVIAX commentary
Jun 03, 2026

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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 238B vs. BWLAX (244M). VVIAX pays higher dividends than BWLAX: VVIAX (1.87) vs BWLAX (0.66). BWLAX was incepted earlier than VVIAX: BWLAX (14 years) vs VVIAX (26 years). BWLAX (1.05) is less costly to investors than VVIAX (0.05). BWLAX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (8.00). BWLAX has a lower initial minimum investment than VVIAX: BWLAX (2500) vs VVIAX (3000). BWLAX annual gain was more profitable for investors over the last year : 25.52 vs. VVIAX (23.22). VVIAX return over 5 years is better than : 50.68 vs. BWLAX (14.34).
BWLAXVVIAXBWLAX / VVIAX
Total Expense Ratio1.050.052,100%
Annual Report Gross Expense Ratio1.050.052,100%
Fund Existence14 years26 years-
Gain YTD15.49110.670145%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets244M238B0%
Annual Yield % from dividends0.661.8735%
Returns for 1 year25.5223.22110%
Returns for 3 years28.1153.1853%
Returns for 5 years14.3450.6828%
Returns for 10 years37.58150.4225%
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