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DODGX vs LBISX
DODGX vs LBISX Comparison
Open Charts DODGX vs LBISX
BrandywineGLOBAL Div US Large Value IS
Price$20.10
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets88.36M
DODGX vs LBISX Comparison Chart
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DODGX vs. LBISX commentary
May 11, 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: 110B vs. LBISX (88.4M). LBISX pays higher dividends than DODGX: LBISX (1.91) vs DODGX (1.45). DODGX was incepted earlier than LBISX: DODGX (60 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). DODGX annual gain was more profitable for investors over the last year : 1.38 vs. LBISX (-0.35). DODGX return over 5 years is better than : 75.63 vs. LBISX (42.42).
| DODGX | LBISX | DODGX / LBISX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.76 | 67% |
| Fund Existence | 60 years | 15 years | - |
| Gain YTD | 0.001 | 0.550 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 88.4M | 124,434% |
| Annual Yield % from dividends | 1.45 | 1.91 | 76% |
| Returns for 1 year | 1.38 | -0.35 | -397% |
| Returns for 3 years | 18.04 | 9.17 | 197% |
| Returns for 5 years | 75.63 | 42.42 | 178% |
| Returns for 10 years | 50.43 | 16.84 | 299% |
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