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BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
Open Charts BWLCX vs VVIAX
American Beacon Man Lg Cp Value C
Price$25.10
Change-$0.12 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BWLCX vs VVIAX Comparison Chart
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BWLCX vs. VVIAX commentary
Sep 21, 2024
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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BWLCX (261M). 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 : 24.02 vs. BWLCX (13.22). VVIAX return over 5 years is better than : 55.46 vs. BWLCX (6.93).
| 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 | 14.927 | 16.303 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 183B | 0% |
| Annual Yield % from dividends | 0.89 | 2.36 | 38% |
| Returns for 1 year | 13.22 | 24.02 | 55% |
| Returns for 3 years | 4.50 | 28.29 | 16% |
| Returns for 5 years | 6.93 | 55.46 | 13% |
| Returns for 10 years | 18.93 | 114.04 | 17% |