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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$19.80
Change-$0.55 (-2.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBISX (209M). 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 : 16.45 vs. LBISX (11.83). VVIAX return over 5 years is better than : 44.62 vs. LBISX (15.76).
| 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 | 10.757 | 16.051 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 195B | 0% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 11.83 | 16.45 | 72% |
| Returns for 3 years | 7.50 | 20.49 | 37% |
| Returns for 5 years | 15.76 | 44.62 | 35% |
| Returns for 10 years | 19.21 | 104.84 | 18% |
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