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LBDRX vs VVIAX
LBDRX vs VVIAX Comparison
Open Charts LBDRX vs VVIAX
BrandywineGLOBAL Div US Large Value R
Price$23.07
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
LBDRX vs VVIAX Comparison Chart
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LBDRX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBDRX (216M). 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 : 32.81 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. LBDRX (18.18).
| 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 | 23.303 | 17.922 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.19 | 2.36 | 50% |
| Returns for 1 year | 32.81 | 25.54 | 128% |
| Returns for 3 years | 3.34 | 21.55 | 16% |
| Returns for 5 years | 18.18 | 50.78 | 36% |
| Returns for 10 years | 18.38 | 110.49 | 17% |