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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$20.80
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets213.35M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBISX (213M). 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). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. LBISX (14.31). VVIAX return over 5 years is better than : 44.18 vs. LBISX (16.68).
| 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 | 3.948 | 3.195 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 14.31 | 18.18 | 79% |
| Returns for 3 years | 6.17 | 18.46 | 33% |
| Returns for 5 years | 16.68 | 44.18 | 38% |
| Returns for 10 years | 26.16 | 111.13 | 24% |