BWLIX
Price
$29.32
Change
+$0.18 (+0.62%)
Updated
Jun 22 closing price
Net Assets
252.68M
VVIAX
Price
$85.29
Change
+$0.82 (+0.97%)
Updated
Jun 22 closing price
Net Assets
245.01B
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BWLIX vs VVIAX

BWLIX vs VVIAX Comparison Chart in %
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BWLIX vs. VVIAX commentary
Jun 24, 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 StrongBuy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. BWLIX (253M). VVIAX pays higher dividends than BWLIX: VVIAX (1.87) vs BWLIX (0.65). 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 (25.99) and VVIAX (25.01) have marching annual gain over last year. VVIAX return over 5 years is better than : 59.76 vs. BWLIX (19.03).
BWLIXVVIAXBWLIX / VVIAX
Total Expense Ratio1.040.052,080%
Annual Report Gross Expense Ratio1.040.052,080%
Fund Existence14 years26 years-
Gain YTD16.84013.367126%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets253M245B0%
Annual Yield % from dividends0.651.8735%
Returns for 1 year25.9925.01104%
Returns for 3 years29.1156.4452%
Returns for 5 years19.0359.7632%
Returns for 10 years43.46163.7927%
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