LBWAX
Price
$20.34
Change
-$0.01 (-0.05%)
Updated
Jun 5 closing price
Net Assets
88.23M
VVIAX
Price
$66.85
Change
-$0.13 (-0.19%)
Updated
Jun 5 closing price
Net Assets
188.77B
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LBWAX vs VVIAX

Header iconLBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAXBanner chart's image
BrandywineGLOBAL Div US Large Value A
Price$20.34
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.23M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LBWAX vs VVIAX Comparison Chart
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LBWAX vs. VVIAX commentary
Jun 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 Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBWAX (88.2M). 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 : 6.91 vs. LBWAX (1.20). VVIAX return over 5 years is better than : 59.00 vs. LBWAX (26.14).
LBWAXVVIAXLBWAX / VVIAX
Total Expense Ratio1.150.052,300%
Annual Report Gross Expense Ratio1.160.052,320%
Fund Existence15 years25 years-
Gain YTD1.6991.452117%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets88.2M189B0%
Annual Yield % from dividends1.482.2865%
Returns for 1 year1.206.9117%
Returns for 3 years6.2020.0831%
Returns for 5 years26.1459.0044%
Returns for 10 years15.78103.6615%
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