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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
Jun 18, 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: 43.6B vs. BATAX (5.35B). BATAX pays higher dividends than LDLVX: BATAX (5.65) vs LDLVX (5.23). BATAX was incepted earlier than LDLVX: BATAX (11 years) vs LDLVX (11 years). LDLVX (0.32) is less costly to investors than BATAX (0.04). LDLVX is a more actively managed with annual turnover of: 161.00 vs. BATAX (50.00). BATAX (0) and LDLVX (0) have matching initial minimum investment requirements. BATAX annual gain was more profitable for investors over the last year : 6.15 vs. LDLVX (4.53). BATAX return over 5 years is better than : 22.87 vs. LDLVX (14.36).
| BATAX | LDLVX | BATAX / LDLVX | |
| Total Expense Ratio | 0.02 | 0.32 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.32 | 13% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.962 | 0.815 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 43.6B | 12% |
| Annual Yield % from dividends | 5.65 | 5.23 | 108% |
| Returns for 1 year | 6.15 | 4.53 | 136% |
| Returns for 3 years | 24.51 | 17.47 | 140% |
| Returns for 5 years | 22.87 | 14.36 | 159% |
| Returns for 10 years | 54.19 | 33.42 | 162% |
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