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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$23.30
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Nov 14, 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 LBISX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBISX (217M). VVIAX pays higher dividends than LBISX: VVIAX (2.36) vs LBISX (1.71). LBISX was incepted earlier than VVIAX: LBISX (14 years) vs VVIAX (24 years). LBISX is a more actively managed with annual turnover of: 58.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LBISX: VVIAX (3000) vs LBISX (1000000). LBISX annual gain was more profitable for investors over the last year : 33.95 vs. VVIAX (27.16). VVIAX return over 5 years is better than : 52.36 vs. LBISX (22.62).
| LBISX | VVIAX | LBISX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 24.532 | 19.157 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 33.95 | 27.16 | 125% |
| Returns for 3 years | 5.79 | 22.67 | 26% |
| Returns for 5 years | 22.62 | 52.36 | 43% |
| Returns for 10 years | 24.81 | 114.13 | 22% |
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