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DODGX vs LBISX
DODGX vs LBISX Comparison
Open Charts DODGX vs LBISX
BrandywineGLOBAL Div US Large Value IS
Price$21.11
Change-$0.32 (-1.49%)
VolumeN/A
Net Assets92.63M
DODGX vs LBISX Comparison Chart in %
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DODGX vs. LBISX commentary
Jul 17, 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 DODGX is a Buy and LBISX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LBISX (92.6M). LBISX pays higher dividends than DODGX: LBISX (1.80) vs DODGX (1.38). DODGX was incepted earlier than LBISX: DODGX (61 years) vs LBISX (15 years). LBISX (0.76) is less costly to investors than DODGX (0.51). LBISX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LBISX: DODGX (2500) vs LBISX (1000000). LBISX annual gain was more profitable for investors over the last year : 3.97 vs. DODGX (2.82). DODGX return over 5 years is better than : 71.90 vs. LBISX (41.53).
| DODGX | LBISX | DODGX / LBISX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.76 | 67% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 5.667 | 7.096 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 92.6M | 126,350% |
| Annual Yield % from dividends | 1.38 | 1.80 | 77% |
| Returns for 1 year | 2.82 | 3.97 | 71% |
| Returns for 3 years | 30.21 | 22.77 | 133% |
| Returns for 5 years | 71.90 | 41.53 | 173% |
| Returns for 10 years | 56.40 | 23.02 | 245% |
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