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DODGX vs LBISX
DODGX vs LBISX Comparison
Open Charts DODGX vs LBISX
BrandywineGLOBAL Div US Large Value IS
Price$19.80
Change-$0.55 (-2.70%)
VolumeN/A
CapitalizationN/A
DODGX vs LBISX Comparison Chart
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DODGX vs. LBISX commentary
Dec 19, 2024
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 Hold and LBISX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. LBISX (209M). 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 : 15.24 vs. LBISX (11.83). DODGX return over 5 years is better than : 48.97 vs. LBISX (15.76).
| 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 | 13.980 | 10.757 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 209M | 57,416% |
| Annual Yield % from dividends | 1.36 | 1.71 | 80% |
| Returns for 1 year | 15.24 | 11.83 | 129% |
| Returns for 3 years | 15.78 | 7.50 | 210% |
| Returns for 5 years | 48.97 | 15.76 | 311% |
| Returns for 10 years | 60.47 | 19.21 | 315% |
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