Ad is loading...
LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$18.79
Change-$1.13 (-5.67%)
VolumeN/A
Net Assets81M
Vanguard Value Index Adm
Price$61.21
Change-$3.89 (-5.98%)
VolumeN/A
Net Assets195.24B
LBWAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWAX vs. VVIAX commentary
Apr 08, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBWAX (81M). VVIAX pays higher dividends than LBWAX: VVIAX (2.26) vs LBWAX (1.45). LBWAX was incepted earlier than VVIAX: LBWAX (15 years) vs VVIAX (24 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 (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 : -1.53 vs. LBWAX (-7.24). VVIAX return over 5 years is better than : 82.57 vs. LBWAX (48.87).
| 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 | 24 years | - |
| Gain YTD | -6.097 | -7.288 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81M | 195B | 0% |
| Annual Yield % from dividends | 1.45 | 2.26 | 64% |
| Returns for 1 year | -7.24 | -1.53 | 472% |
| Returns for 3 years | -4.14 | 6.85 | -60% |
| Returns for 5 years | 48.87 | 82.57 | 59% |
| Returns for 10 years | 8.51 | 87.59 | 10% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDP | 16.90 | 1.69 | +11.08% |
| ProShares UltraShort Utilities | |||
| SRVR | 27.94 | -1.48 | -5.03% |
| Pacer Benchmark Data&Infras RE SCTR ETF | |||
| EMCR | 27.53 | -1.58 | -5.42% |
| Xtrackers EM CarbReduc&ClimtImprvs ETF | |||
| HEQ | 9.57 | -0.55 | -5.43% |
| John Hancock Diversified Income Fund | |||
| FSCO | 6.08 | -0.75 | -10.98% |
| FS Credit Opportunities Corp | |||