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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$20.96
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets89.97M
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
LBWAX vs VVIAX Comparison Chart in %
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LBWAX vs. VVIAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBWAX (90M). VVIAX pays higher dividends than LBWAX: VVIAX (2.28) vs LBWAX (1.48). LBWAX was incepted earlier than VVIAX: LBWAX (15 years) vs VVIAX (25 years). LBWAX (1.16) is less costly to investors than VVIAX (0.05). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (9.00). 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 : 8.64 vs. LBWAX (3.60). VVIAX return over 5 years is better than : 81.02 vs. LBWAX (43.35).
| LBWAX | VVIAX | LBWAX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 3.698 | 3.330 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.28 | 65% |
| Returns for 1 year | 3.60 | 8.64 | 42% |
| Returns for 3 years | 15.49 | 30.71 | 50% |
| Returns for 5 years | 43.35 | 81.02 | 54% |
| Returns for 10 years | 19.40 | 110.43 | 18% |
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