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BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
Open Charts BWLCX vs VVIAX
American Beacon Man Lg Cp Value C
Price$21.17
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets214.96M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BWLCX vs VVIAX Comparison Chart
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BWLCX vs. VVIAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BWLCX (215M). VVIAX pays higher dividends than BWLCX: VVIAX (2.34) vs BWLCX (0.00). BWLCX was incepted earlier than VVIAX: BWLCX (13 years) vs VVIAX (25 years). BWLCX (1.94) is less costly to investors than VVIAX (0.05). BWLCX is a more actively managed with annual turnover of: 64.00 vs. VVIAX (9.00). 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 : 5.12 vs. BWLCX (-10.37). VVIAX return over 5 years is better than : 72.19 vs. BWLCX (12.30).
| BWLCX | VVIAX | BWLCX / VVIAX | |
| Total Expense Ratio | 1.94 | 0.05 | 3,880% |
| Annual Report Gross Expense Ratio | 1.94 | 0.05 | 3,880% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -0.797 | -0.957 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -10.37 | 5.12 | -202% |
| Returns for 3 years | -6.58 | 20.66 | -32% |
| Returns for 5 years | 12.30 | 72.19 | 17% |
| Returns for 10 years | -3.67 | 96.21 | -4% |
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