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BWLIX vs VVIAX
BWLIX vs VVIAX Comparison
Open Charts BWLIX vs VVIAX
American Beacon Man Lg Cp Value I
Price$22.52
Change-$0.24 (-1.05%)
VolumeN/A
Net Assets230.42M
Vanguard Value Index Adm
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
BWLIX vs VVIAX Comparison Chart
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BWLIX vs. VVIAX commentary
Mar 12, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BWLIX (230M). VVIAX pays higher dividends than BWLIX: VVIAX (2.19) vs BWLIX (0.84). 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 : 8.65 vs. BWLIX (-5.23). VVIAX return over 5 years is better than : 98.26 vs. BWLIX (24.64).
| 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 | 2.210 | 1.787 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 195B | 0% |
| Annual Yield % from dividends | 0.84 | 2.19 | 38% |
| Returns for 1 year | -5.23 | 8.65 | -60% |
| Returns for 3 years | -1.94 | 21.83 | -9% |
| Returns for 5 years | 24.64 | 98.26 | 25% |
| Returns for 10 years | 8.43 | 107.22 | 8% |
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