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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$20.37
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.42M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Jun 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 LBISX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBISX (88.4M). VVIAX pays higher dividends than LBISX: VVIAX (2.28) vs LBISX (1.86). LBISX was incepted earlier than VVIAX: LBISX (15 years) vs VVIAX (25 years). LBISX (0.76) is less costly to investors than VVIAX (0.05). LBISX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LBISX: VVIAX (3000) vs LBISX (1000000). VVIAX annual gain was more profitable for investors over the last year : 6.91 vs. LBISX (1.58). VVIAX return over 5 years is better than : 59.00 vs. LBISX (28.63).
| LBISX | VVIAX | LBISX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 1.849 | 1.452 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 189B | 0% |
| Annual Yield % from dividends | 1.86 | 2.28 | 82% |
| Returns for 1 year | 1.58 | 6.91 | 23% |
| Returns for 3 years | 7.44 | 20.08 | 37% |
| Returns for 5 years | 28.63 | 59.00 | 49% |
| Returns for 10 years | 18.90 | 103.66 | 18% |
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