Ad is loading...
DODGX vs LBWIX
DODGX vs LBWIX Comparison
Open Charts DODGX vs LBWIX
BrandywineGLOBAL Div US Large Value I
Price$19.81
Change-$0.56 (-2.75%)
VolumeN/A
CapitalizationN/A
DODGX vs LBWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. LBWIX 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 LBWIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. LBWIX (209M). LBWIX pays higher dividends than DODGX: LBWIX (1.62) vs DODGX (1.36). DODGX was incepted earlier than LBWIX: DODGX (60 years) vs LBWIX (14 years). LBWIX is a more actively managed with annual turnover of: 58.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than LBWIX: DODGX (2500) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 11.71 vs. DODGX (6.47). DODGX return over 5 years is better than : 38.12 vs. LBWIX (15.17).
| DODGX | LBWIX | DODGX / LBWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 6.160 | 10.693 | 58% |
| 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 | 1.62 | 84% |
| Returns for 1 year | 6.47 | 11.71 | 55% |
| Returns for 3 years | 7.83 | 7.21 | 109% |
| Returns for 5 years | 38.12 | 15.17 | 251% |
| Returns for 10 years | 49.46 | 18.29 | 270% |
View a ticker or compare two or three
VS
VS
Ad is loading...