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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$22.19
Change-$1.05 (-4.52%)
VolumeN/A
Net Assets229.53M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BWLRX vs VVIAX Comparison Chart
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BWLRX vs. VVIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BWLRX (230M). 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 : 7.67 vs. BWLRX (-9.34). VVIAX return over 5 years is better than : 101.69 vs. BWLRX (48.33).
| 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 | 1.662 | 2.421 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 195B | 0% |
| Annual Yield % from dividends | 1.21 | 2.26 | 53% |
| Returns for 1 year | -9.34 | 7.67 | -122% |
| Returns for 3 years | -5.46 | 17.36 | -31% |
| Returns for 5 years | 48.33 | 101.69 | 48% |
| Returns for 10 years | N/A | 106.86 | - |