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LBDRX vs VVIAX
LBDRX vs VVIAX Comparison
Open Charts LBDRX vs VVIAX
BrandywineGLOBAL Div US Large Value R
Price$22.03
Change-$0.07 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LBDRX vs VVIAX Comparison Chart
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LBDRX vs. VVIAX 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 LBDRX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LBDRX (250M). VVIAX pays higher dividends than LBDRX: VVIAX (2.36) vs LBDRX (1.19). LBDRX was incepted earlier than VVIAX: LBDRX (11 years) vs VVIAX (24 years). LBDRX is a more actively managed with annual turnover of: 58.00 vs. VVIAX (10.00). LBDRX has a lower initial minimum investment than VVIAX: LBDRX (0) vs VVIAX (3000). LBDRX annual gain was more profitable for investors over the last year : 25.61 vs. VVIAX (24.02). VVIAX return over 5 years is better than : 55.46 vs. LBDRX (19.07).
| LBDRX | VVIAX | LBDRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.745 | 16.303 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 183B | 0% |
| Annual Yield % from dividends | 1.19 | 2.36 | 50% |
| Returns for 1 year | 25.61 | 24.02 | 107% |
| Returns for 3 years | 6.23 | 28.29 | 22% |
| Returns for 5 years | 19.07 | 55.46 | 34% |
| Returns for 10 years | 16.81 | 114.04 | 15% |
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