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BWLAX vs VVIAX
BWLAX vs VVIAX Comparison
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BWLAX vs VVIAX Comparison Chart in %
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BWLAX vs. VVIAX commentary
Jun 24, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. BWLAX (253M). 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 (25.81) and VVIAX (25.32) have marching annual gain over last year. VVIAX return over 5 years is better than : 60.14 vs. BWLAX (18.52).
| BWLAX | VVIAX | BWLAX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 16.829 | 14.468 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 245B | 0% |
| Annual Yield % from dividends | 0.66 | 1.87 | 35% |
| Returns for 1 year | 25.81 | 25.32 | 102% |
| Returns for 3 years | 28.58 | 57.96 | 49% |
| Returns for 5 years | 18.52 | 60.14 | 31% |
| Returns for 10 years | 42.82 | 166.35 | 26% |
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