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DODGX vs LBISX
DODGX vs LBISX Comparison
Open Charts DODGX vs LBISX
BrandywineGLOBAL Div US Large Value IS
Price$20.96
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
DODGX vs LBISX Comparison Chart
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DODGX vs. LBISX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. LBISX (214M). LBISX pays higher dividends than DODGX: LBISX (1.71) vs DODGX (1.36). DODGX was incepted earlier than LBISX: DODGX (60 years) vs LBISX (14 years). LBISX is a more actively managed with annual turnover of: 58.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than LBISX: DODGX (2500) vs LBISX (1000000). DODGX annual gain was more profitable for investors over the last year : 10.52 vs. LBISX (9.40). DODGX return over 5 years is better than : 45.00 vs. LBISX (19.79).
| DODGX | LBISX | DODGX / LBISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 5.926 | 4.748 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 214M | 55,140% |
| Annual Yield % from dividends | 1.36 | 1.71 | 80% |
| Returns for 1 year | 10.52 | 9.40 | 112% |
| Returns for 3 years | 15.92 | 10.72 | 149% |
| Returns for 5 years | 45.00 | 19.79 | 227% |
| Returns for 10 years | 57.97 | 21.48 | 270% |
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