Interact to see
Advertisement
Advertisement
BWLRX vs VVIAX
BWLRX vs VVIAX Comparison
Open Charts BWLRX vs VVIAX
American Beacon Man Lg Cp Value R6
Price$25.05
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets226.23M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BWLRX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BWLRX vs. VVIAX commentary
Jul 28, 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: 195B vs. BWLRX (226M). 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 : 9.75 vs. BWLRX (-1.83). VVIAX return over 5 years is better than : 74.87 vs. BWLRX (25.10).
| 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 | 9.580 | 6.714 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 195B | 0% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | -1.83 | 9.75 | -19% |
| Returns for 3 years | 12.11 | 34.32 | 35% |
| Returns for 5 years | 25.10 | 74.87 | 34% |
| Returns for 10 years | N/A | 116.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement