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BWLCX vs VVIAX
BWLCX vs VVIAX Comparison
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BWLCX vs VVIAX Comparison Chart in %
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BWLCX vs. VVIAX commentary
Jun 24, 2026
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: 245B vs. BWLCX (253M). VVIAX pays higher dividends than BWLCX: VVIAX (1.87) vs BWLCX (0.00). BWLCX was incepted earlier than VVIAX: BWLCX (14 years) vs VVIAX (26 years). BWLCX (1.81) is less costly to investors than VVIAX (0.05). BWLCX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (8.00). 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 : 25.32 vs. BWLCX (22.62). VVIAX return over 5 years is better than : 60.14 vs. BWLCX (10.89).
| BWLCX | VVIAX | BWLCX / VVIAX | |
| Total Expense Ratio | 1.81 | 0.05 | 3,620% |
| Annual Report Gross Expense Ratio | 1.81 | 0.05 | 3,620% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 16.060 | 14.468 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 245B | 0% |
| Annual Yield % from dividends | 0.00 | 1.87 | - |
| Returns for 1 year | 22.62 | 25.32 | 89% |
| Returns for 3 years | 23.29 | 57.96 | 40% |
| Returns for 5 years | 10.89 | 60.14 | 18% |
| Returns for 10 years | 31.41 | 166.35 | 19% |
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