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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$19.69
Change+$1.19 (+6.43%)
VolumeN/A
Net Assets79.85M
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Apr 10, 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: 191B vs. LBISX (79.9M). VVIAX pays higher dividends than LBISX: VVIAX (2.26) vs LBISX (1.83). LBISX was incepted earlier than VVIAX: LBISX (15 years) vs VVIAX (24 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 (10.00). 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 : -4.28 vs. LBISX (-8.99). VVIAX return over 5 years is better than : 58.34 vs. LBISX (31.20).
| 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 | 24 years | - |
| Gain YTD | -7.546 | -9.136 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 191B | 0% |
| Annual Yield % from dividends | 1.83 | 2.26 | 81% |
| Returns for 1 year | -8.99 | -4.28 | 210% |
| Returns for 3 years | -6.16 | 3.06 | -201% |
| Returns for 5 years | 31.20 | 58.34 | 53% |
| Returns for 10 years | 8.15 | 81.52 | 10% |