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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$26.74
Change-$0.76 (-2.76%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Dec 19, 2024
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 StrongSell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BWLRX (251M). 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 : 16.45 vs. BWLRX (9.31). VVIAX return over 5 years is better than : 44.62 vs. BWLRX (10.48).
| 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 | 18.842 | 16.051 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 195B | 0% |
| Annual Yield % from dividends | 1.94 | 2.36 | 82% |
| Returns for 1 year | 9.31 | 16.45 | 57% |
| Returns for 3 years | 7.35 | 20.49 | 36% |
| Returns for 5 years | 10.48 | 44.62 | 23% |
| Returns for 10 years | N/A | 104.84 | - |
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