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BWLIX vs VVIAX
BWLIX vs VVIAX Comparison
Open Charts BWLIX vs VVIAX
American Beacon Man Lg Cp Value I
Price$23.41
Change+$0.27 (+1.17%)
VolumeN/A
Net Assets219.98M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BWLIX vs VVIAX Comparison Chart
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BWLIX vs. VVIAX commentary
Jun 07, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BWLIX (220M). VVIAX pays higher dividends than BWLIX: VVIAX (2.28) vs BWLIX (0.86). BWLIX was incepted earlier than VVIAX: BWLIX (13 years) vs VVIAX (25 years). BWLIX (1.20) is less costly to investors than VVIAX (0.05). BWLIX is a more actively managed with annual turnover of: 64.00 vs. VVIAX (9.00). 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 : 6.82 vs. BWLIX (-4.93). VVIAX return over 5 years is better than : 58.69 vs. BWLIX (9.78).
| BWLIX | VVIAX | BWLIX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.20 | 0.05 | 2,400% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.492 | 1.255 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 189B | 0% |
| Annual Yield % from dividends | 0.86 | 2.28 | 38% |
| Returns for 1 year | -4.93 | 6.82 | -72% |
| Returns for 3 years | -3.10 | 18.51 | -17% |
| Returns for 5 years | 9.78 | 58.69 | 17% |
| Returns for 10 years | 8.19 | 102.89 | 8% |
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