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BWLIX vs VVIAX
BWLIX vs VVIAX Comparison
Open Charts BWLIX vs VVIAX
American Beacon Man Lg Cp Value I
Price$21.37
Change+$0.42 (+2.00%)
VolumeN/A
Net Assets204.88M
Vanguard Value Index Adm
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
BWLIX vs VVIAX Comparison Chart
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BWLIX vs. VVIAX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BWLIX (205M). VVIAX pays higher dividends than BWLIX: VVIAX (2.26) vs BWLIX (0.86). BWLIX was incepted earlier than VVIAX: BWLIX (13 years) vs VVIAX (24 years). BWLIX (1.18) is less costly to investors than VVIAX (0.05). 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 : 1.17 vs. BWLIX (-13.21). VVIAX return over 5 years is better than : 67.12 vs. BWLIX (20.93).
| BWLIX | VVIAX | BWLIX / VVIAX | |
| Total Expense Ratio | 1.18 | 0.05 | 2,360% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -5.526 | -6.197 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 191B | 0% |
| Annual Yield % from dividends | 0.86 | 2.26 | 38% |
| Returns for 1 year | -13.21 | 1.17 | -1,130% |
| Returns for 3 years | -11.62 | 9.49 | -122% |
| Returns for 5 years | 20.93 | 67.12 | 31% |
| Returns for 10 years | -2.22 | 86.16 | -3% |
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