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BWLIX vs VVIAX
BWLIX vs VVIAX Comparison
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BWLIX vs VVIAX Comparison Chart in %
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BWLIX vs. VVIAX commentary
Jul 14, 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 BWLIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 254B vs. BWLIX (260M). VVIAX pays higher dividends than BWLIX: VVIAX (1.86) vs BWLIX (0.63). BWLIX was incepted earlier than VVIAX: BWLIX (14 years) vs VVIAX (26 years). BWLIX (1.04) is less costly to investors than VVIAX (0.05). BWLIX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (8.00). BWLIX has a lower initial minimum investment than VVIAX: BWLIX (2500) vs VVIAX (3000). BWLIX (23.84) and VVIAX (23.03) have marching annual gain over last year. VVIAX return over 5 years is better than : 59.41 vs. BWLIX (20.53).
| BWLIX | VVIAX | BWLIX / VVIAX | |
| Total Expense Ratio | 1.04 | 0.05 | 2,080% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 19.527 | 14.777 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 254B | 0% |
| Annual Yield % from dividends | 0.63 | 1.86 | 34% |
| Returns for 1 year | 23.84 | 23.03 | 104% |
| Returns for 3 years | 26.49 | 53.89 | 49% |
| Returns for 5 years | 20.53 | 59.41 | 35% |
| Returns for 10 years | 38.48 | 151.56 | 25% |
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