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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$20.15
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.34
Change-$0.12 (-0.18%)
VolumeN/A
CapitalizationN/A
LBWAX vs VVIAX Comparison Chart
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LBWAX vs. VVIAX commentary
Jan 07, 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: 195B vs. LBWAX (207M). 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 : 13.73 vs. LBWAX (8.68). VVIAX return over 5 years is better than : 42.67 vs. LBWAX (12.26).
| 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 | 0.700 | 0.454 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.36 | 58% |
| Returns for 1 year | 8.68 | 13.73 | 63% |
| Returns for 3 years | 0.21 | 14.03 | 1% |
| Returns for 5 years | 12.26 | 42.67 | 29% |
| Returns for 10 years | 16.85 | 103.20 | 16% |
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