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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
BWLRX vs VVIAX Comparison Chart in %
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BWLRX vs. VVIAX commentary
Jun 24, 2026
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: 245B vs. BWLRX (253M). VVIAX pays higher dividends than BWLRX: VVIAX (1.87) vs BWLRX (0.95). BWLRX was incepted earlier than VVIAX: BWLRX (9 years) vs VVIAX (26 years). BWLRX (0.68) is less costly to investors than VVIAX (0.05). BWLRX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (8.00). BWLRX has a lower initial minimum investment than VVIAX: BWLRX (0) vs VVIAX (3000). BWLRX annual gain was more profitable for investors over the last year : 26.62 vs. VVIAX (25.32). VVIAX return over 5 years is better than : 60.14 vs. BWLRX (21.89).
| BWLRX | VVIAX | BWLRX / VVIAX | |
| Total Expense Ratio | 0.68 | 0.05 | 1,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 17.036 | 14.468 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 245B | 0% |
| Annual Yield % from dividends | 0.95 | 1.87 | 51% |
| Returns for 1 year | 26.62 | 25.32 | 105% |
| Returns for 3 years | 31.22 | 57.96 | 54% |
| Returns for 5 years | 21.89 | 60.14 | 36% |
| Returns for 10 years | N/A | 166.35 | - |
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