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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$21.11
Change-$0.32 (-1.49%)
VolumeN/A
Net Assets92.63M
Vanguard Value Index Adm
Price$69.03
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
LBISX vs VVIAX Comparison Chart in %
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LBISX vs. VVIAX commentary
Jul 17, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBISX (92.6M). VVIAX pays higher dividends than LBISX: VVIAX (2.18) vs LBISX (1.80). 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 : 5.40 vs. LBISX (3.97). VVIAX return over 5 years is better than : 70.24 vs. LBISX (41.53).
| 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 | 7.096 | 4.093 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 195B | 0% |
| Annual Yield % from dividends | 1.80 | 2.18 | 82% |
| Returns for 1 year | 3.97 | 5.40 | 73% |
| Returns for 3 years | 22.77 | 33.38 | 68% |
| Returns for 5 years | 41.53 | 70.24 | 59% |
| Returns for 10 years | 23.02 | 107.14 | 21% |
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