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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$23.68
Change-$0.35 (-1.46%)
VolumeN/A
Net Assets240M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BWLRX (240M). VVIAX pays higher dividends than BWLRX: VVIAX (2.36) vs BWLRX (1.94). BWLRX was incepted earlier than VVIAX: BWLRX (8 years) vs VVIAX (24 years). 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 : 13.46 vs. BWLRX (-0.94). VVIAX return over 5 years is better than : 47.22 vs. BWLRX (-0.91).
| BWLRX | VVIAX | BWLRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.587 | 4.164 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 193B | 0% |
| Annual Yield % from dividends | 1.94 | 2.36 | 82% |
| Returns for 1 year | -0.94 | 13.46 | -7% |
| Returns for 3 years | -0.93 | 23.94 | -4% |
| Returns for 5 years | -0.91 | 47.22 | -2% |
| Returns for 10 years | N/A | 105.55 | - |
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