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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$23.69
Change+$0.27 (+1.15%)
VolumeN/A
Net Assets219.98M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Jun 07, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BWLRX (220M). VVIAX pays higher dividends than BWLRX: VVIAX (2.28) vs BWLRX (1.20). BWLRX was incepted earlier than VVIAX: BWLRX (8 years) vs VVIAX (25 years). BWLRX (0.82) is less costly to investors than VVIAX (0.05). BWLRX is a more actively managed with annual turnover of: 64.00 vs. VVIAX (9.00). 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 : 6.82 vs. BWLRX (-4.23). VVIAX return over 5 years is better than : 58.69 vs. BWLRX (12.31).
| BWLRX | VVIAX | BWLRX / VVIAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.631 | 1.255 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.28 | 53% |
| Returns for 1 year | -4.23 | 6.82 | -62% |
| Returns for 3 years | -1.66 | 18.51 | -9% |
| Returns for 5 years | 12.31 | 58.69 | 21% |
| Returns for 10 years | N/A | 102.89 | - |
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