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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$25.79
Change-$0.31 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Sep 08, 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 Sell and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BWLRX (251M). VVIAX pays higher dividends than BWLRX: VVIAX (2.36) vs BWLRX (1.94). BWLRX was incepted earlier than VVIAX: BWLRX (7 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 : 19.30 vs. BWLRX (9.45). VVIAX return over 5 years is better than : 53.51 vs. BWLRX (13.22).
| BWLRX | VVIAX | BWLRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 12.792 | 13.506 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 183B | 0% |
| Annual Yield % from dividends | 1.94 | 2.36 | 82% |
| Returns for 1 year | 9.45 | 19.30 | 49% |
| Returns for 3 years | 1.38 | 19.68 | 7% |
| Returns for 5 years | 13.22 | 53.51 | 25% |
| Returns for 10 years | N/A | 107.57 | - |