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DODGX vs LBISX
DODGX vs LBISX Comparison
Open Charts DODGX vs LBISX
BrandywineGLOBAL Div US Large Value IS
Price$23.30
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
DODGX vs LBISX Comparison Chart
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DODGX vs. LBISX commentary
Nov 14, 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 StrongBuy and LBISX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. LBISX (217M). 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). LBISX annual gain was more profitable for investors over the last year : 33.95 vs. DODGX (26.46). DODGX return over 5 years is better than : 50.97 vs. LBISX (22.62).
| 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 | 18.429 | 24.532 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 217M | 52,995% |
| Annual Yield % from dividends | 1.36 | 1.71 | 80% |
| Returns for 1 year | 26.46 | 33.95 | 78% |
| Returns for 3 years | 16.86 | 5.79 | 291% |
| Returns for 5 years | 50.97 | 22.62 | 225% |
| Returns for 10 years | 66.71 | 24.81 | 269% |