Ad is loading...
DODGX vs LBWAX
DODGX vs LBWAX Comparison
Open Charts DODGX vs LBWAX
BrandywineGLOBAL Div US Large Value A
Price$20.15
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
DODGX vs LBWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. LBWAX commentary
Jan 07, 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 LBWAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. LBWAX (207M). 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 : 9.19 vs. DODGX (8.16). DODGX return over 5 years is better than : 38.18 vs. LBWAX (12.08).
| 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 | 0.988 | 0.750 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 207M | 57,971% |
| Annual Yield % from dividends | 1.36 | 1.37 | 99% |
| Returns for 1 year | 8.16 | 9.19 | 89% |
| Returns for 3 years | 6.04 | 0.50 | 1,212% |
| Returns for 5 years | 38.18 | 12.08 | 316% |
| Returns for 10 years | 54.80 | 19.45 | 282% |