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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$23.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
LBWAX vs VVIAX Comparison Chart
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LBWAX vs. VVIAX commentary
Nov 18, 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 LBWAX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBWAX (216M). 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). LBWAX annual gain was more profitable for investors over the last year : 33.15 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. LBWAX (19.65).
| 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 | 23.570 | 17.922 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.37 | 2.36 | 58% |
| Returns for 1 year | 33.15 | 25.54 | 130% |
| Returns for 3 years | 4.07 | 21.55 | 19% |
| Returns for 5 years | 19.65 | 50.78 | 39% |
| Returns for 10 years | 20.38 | 110.49 | 18% |