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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$22.24
Change+$0.39 (+1.78%)
VolumeN/A
Net Assets210.56M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Apr 25, 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 BWLRX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BWLRX (211M). VVIAX pays higher dividends than BWLRX: VVIAX (2.26) vs BWLRX (1.21). BWLRX was incepted earlier than VVIAX: BWLRX (8 years) vs VVIAX (24 years). BWLRX (0.84) is less costly to investors than VVIAX (0.05). BWLRX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (10.00). BWLRX has a lower initial minimum investment than VVIAX: BWLRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 3.38 vs. BWLRX (-12.19). VVIAX return over 5 years is better than : 69.91 vs. BWLRX (22.71).
| BWLRX | VVIAX | BWLRX / VVIAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -4.418 | -3.426 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 191B | 0% |
| Annual Yield % from dividends | 1.21 | 2.26 | 53% |
| Returns for 1 year | -12.19 | 3.38 | -360% |
| Returns for 3 years | -9.34 | 12.73 | -73% |
| Returns for 5 years | 22.71 | 69.91 | 32% |
| Returns for 10 years | N/A | 92.47 | - |
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