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BATAX vs LDLVX
BATAX vs LDLVX Comparison
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BATAX vs LDLVX Comparison Chart in %
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BATAX vs. LDLVX commentary
Sep 15, 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 BATAX is a Hold and LDLVX is a Hold.
FUNDAMENTALS
Fundamentals
LDLVX has more cash in the bank: 42.5B vs. BATAX (5.26B). BATAX pays higher dividends than LDLVX: BATAX (5.56) vs LDLVX (5.15). BATAX was incepted earlier than LDLVX: BATAX (11 years) vs LDLVX (11 years). LDLVX (0.32) is less costly to investors than BATAX (0.02). LDLVX is a more actively managed with annual turnover of: 161.00 vs. BATAX (59.00). BATAX (0) and LDLVX (0) have matching initial minimum investment requirements. BATAX annual gain was more profitable for investors over the last year : 4.38 vs. LDLVX (2.54). BATAX return over 5 years is better than : 22.41 vs. LDLVX (14.15).
| BATAX | LDLVX | BATAX / LDLVX | |
| Total Expense Ratio | 0.00 | 0.32 | - |
| Annual Report Gross Expense Ratio | 0.02 | 0.32 | 6% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.512 | 1.046 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 42.5B | 12% |
| Annual Yield % from dividends | 5.56 | 5.15 | 108% |
| Returns for 1 year | 4.38 | 2.54 | 172% |
| Returns for 3 years | 23.03 | 16.61 | 139% |
| Returns for 5 years | 22.41 | 14.15 | 158% |
| Returns for 10 years | 50.53 | 32.32 | 156% |
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