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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$20.10
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets88.36M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
May 11, 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: 184B vs. LBISX (88.4M). VVIAX pays higher dividends than LBISX: VVIAX (2.34) vs LBISX (1.91). 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 : 4.70 vs. LBISX (-0.35). VVIAX return over 5 years is better than : 72.85 vs. LBISX (42.42).
| 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 | 0.550 | -0.578 | -95% |
| 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 | 184B | 0% |
| Annual Yield % from dividends | 1.91 | 2.34 | 81% |
| Returns for 1 year | -0.35 | 4.70 | -7% |
| Returns for 3 years | 9.17 | 21.54 | 43% |
| Returns for 5 years | 42.42 | 72.85 | 58% |
| Returns for 10 years | 16.84 | 97.55 | 17% |
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