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DODGX vs LBWAX
DODGX vs LBWAX Comparison
Open Charts DODGX vs LBWAX
BrandywineGLOBAL Div US Large Value A
Price$22.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DODGX vs LBWAX Comparison Chart
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DODGX vs. LBWAX commentary
Sep 21, 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 LBWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LBWAX (247M). LBWAX (1.37) and DODGX (1.36) have matching dividends . DODGX was incepted earlier than LBWAX: DODGX (60 years) vs LBWAX (14 years). LBWAX is a more actively managed with annual turnover of: 58.00 vs. DODGX (12.00). LBWAX has a lower initial minimum investment than DODGX: LBWAX (1000) vs DODGX (2500). LBWAX annual gain was more profitable for investors over the last year : 22.93 vs. DODGX (17.75). DODGX return over 5 years is better than : 49.54 vs. LBWAX (19.57).
| DODGX | LBWAX | DODGX / LBWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 12.249 | 16.996 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 247M | 46,964% |
| Annual Yield % from dividends | 1.36 | 1.37 | 99% |
| Returns for 1 year | 17.75 | 22.93 | 77% |
| Returns for 3 years | 17.32 | 4.03 | 429% |
| Returns for 5 years | 49.54 | 19.57 | 253% |
| Returns for 10 years | 55.15 | 16.06 | 343% |