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BWLIX vs VVIAX
BWLIX vs VVIAX Comparison
Open Charts BWLIX vs VVIAX
American Beacon Man Lg Cp Value I
Price$23.99
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets246.64M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
BWLIX vs VVIAX Comparison Chart
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BWLIX vs. VVIAX commentary
Jan 31, 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 BWLIX is a Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BWLIX (247M). VVIAX pays higher dividends than BWLIX: VVIAX (2.36) vs BWLIX (1.59). BWLIX was incepted earlier than VVIAX: BWLIX (13 years) vs VVIAX (24 years). BWLIX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (10.00). BWLIX has a lower initial minimum investment than VVIAX: BWLIX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. BWLIX (3.73). VVIAX return over 5 years is better than : 50.85 vs. BWLIX (1.71).
| BWLIX | VVIAX | BWLIX / 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 | 6.057 | 3.907 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.36 | 68% |
| Returns for 1 year | 3.73 | 16.69 | 22% |
| Returns for 3 years | -2.40 | 21.04 | -11% |
| Returns for 5 years | 1.71 | 50.85 | 3% |
| Returns for 10 years | 15.42 | 114.24 | 14% |