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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$22.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LBWAX vs VVIAX Comparison Chart
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LBWAX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LBWAX (247M). 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 : 22.93 vs. VVIAX (20.40). VVIAX return over 5 years is better than : 54.20 vs. LBWAX (19.57).
| 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 | 16.996 | 15.359 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 183B | 0% |
| Annual Yield % from dividends | 1.37 | 2.36 | 58% |
| Returns for 1 year | 22.93 | 20.40 | 112% |
| Returns for 3 years | 4.03 | 25.00 | 16% |
| Returns for 5 years | 19.57 | 54.20 | 36% |
| Returns for 10 years | 16.06 | 109.21 | 15% |