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BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
Open Charts BWLCX vs VVIAX
American Beacon Man Lg Cp Value C
Price$26.02
Change-$0.17 (-0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
BWLCX vs VVIAX Comparison Chart
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BWLCX vs. VVIAX commentary
Nov 18, 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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B 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 : 25.54 vs. BWLCX (17.48). VVIAX return over 5 years is better than : 50.78 vs. BWLCX (6.86).
| 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 | 19.139 | 17.922 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 184B | 0% |
| Annual Yield % from dividends | 0.89 | 2.36 | 38% |
| Returns for 1 year | 17.48 | 25.54 | 68% |
| Returns for 3 years | 0.93 | 21.55 | 4% |
| Returns for 5 years | 6.86 | 50.78 | 14% |
| Returns for 10 years | 20.23 | 110.49 | 18% |