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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$20.95
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LBWAX vs VVIAX Comparison Chart
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LBWAX vs. VVIAX commentary
Feb 23, 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 LBWAX is a Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LBWAX (214M). VVIAX pays higher dividends than LBWAX: VVIAX (2.36) vs LBWAX (1.37). LBWAX was incepted earlier than VVIAX: LBWAX (14 years) vs VVIAX (24 years). LBWAX is a more actively managed with annual turnover of: 58.00 vs. VVIAX (10.00). LBWAX has a lower initial minimum investment than VVIAX: LBWAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. LBWAX (8.99). VVIAX return over 5 years is better than : 47.22 vs. LBWAX (17.45).
| LBWAX | VVIAX | LBWAX / 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 | 4.698 | 4.164 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 193B | 0% |
| Annual Yield % from dividends | 1.37 | 2.36 | 58% |
| Returns for 1 year | 8.99 | 13.46 | 67% |
| Returns for 3 years | 9.44 | 23.94 | 39% |
| Returns for 5 years | 17.45 | 47.22 | 37% |
| Returns for 10 years | 18.29 | 105.55 | 17% |
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