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BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$24.70
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets227.27M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BWLRX vs VVIAX Comparison Chart in %
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BWLRX vs. VVIAX commentary
Jul 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BWLRX (227M). VVIAX pays higher dividends than BWLRX: VVIAX (2.18) vs BWLRX (1.16). 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 : 12.03 vs. BWLRX (0.18). VVIAX return over 5 years is better than : 80.13 vs. BWLRX (28.20).
| 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 | 8.049 | 6.198 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 189B | 0% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 0.18 | 12.03 | 1% |
| Returns for 3 years | 11.58 | 35.17 | 33% |
| Returns for 5 years | 28.20 | 80.13 | 35% |
| Returns for 10 years | N/A | 115.67 | - |
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