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BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
Open Charts BWLCX vs VVIAX
American Beacon Man Lg Cp Value C
Price$22.07
Change-$0.33 (-1.47%)
VolumeN/A
Net Assets240M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BWLCX vs VVIAX Comparison Chart
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BWLCX vs. VVIAX commentary
Feb 23, 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 BWLCX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BWLCX (240M). VVIAX pays higher dividends than BWLCX: VVIAX (2.36) vs BWLCX (0.89). BWLCX was incepted earlier than VVIAX: BWLCX (13 years) vs VVIAX (24 years). BWLCX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (10.00). BWLCX has a lower initial minimum investment than VVIAX: BWLCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. BWLCX (-3.20). VVIAX return over 5 years is better than : 47.22 vs. BWLCX (-8.58).
| BWLCX | VVIAX | BWLCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.421 | 4.164 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 193B | 0% |
| Annual Yield % from dividends | 0.89 | 2.36 | 38% |
| Returns for 1 year | -3.20 | 13.46 | -24% |
| Returns for 3 years | -5.93 | 23.94 | -25% |
| Returns for 5 years | -8.58 | 47.22 | -18% |
| Returns for 10 years | -0.78 | 105.55 | -1% |
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