Ad is loading...
BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
Open Charts BWLCX vs VVIAX
American Beacon Man Lg Cp Value C
Price$22.20
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets245.93M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BWLCX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BWLCX vs. VVIAX commentary
Jan 18, 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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BWLCX (246M). 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 : 18.18 vs. BWLCX (3.59). VVIAX return over 5 years is better than : 44.18 vs. BWLCX (-10.19).
| 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 | 4.030 | 3.195 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 184B | 0% |
| Annual Yield % from dividends | 0.89 | 2.36 | 38% |
| Returns for 1 year | 3.59 | 18.18 | 20% |
| Returns for 3 years | -10.21 | 18.46 | -55% |
| Returns for 5 years | -10.19 | 44.18 | -23% |
| Returns for 10 years | 5.65 | 111.13 | 5% |