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LBWCX vs VVIAX
LBWCX vs VVIAX Comparison
Open Charts LBWCX vs VVIAX
BrandywineGLOBAL Div US Large Value C
Price$23.21
Change+$0.21 (+0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
LBWCX vs VVIAX Comparison Chart
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LBWCX vs. VVIAX commentary
Nov 23, 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 LBWCX is a Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBWCX (218M). VVIAX pays higher dividends than LBWCX: VVIAX (2.36) vs LBWCX (0.39). LBWCX was incepted earlier than VVIAX: LBWCX (14 years) vs VVIAX (24 years). LBWCX is a more actively managed with annual turnover of: 58.00 vs. VVIAX (10.00). LBWCX has a lower initial minimum investment than VVIAX: LBWCX (1000) vs VVIAX (3000). LBWCX annual gain was more profitable for investors over the last year : 33.38 vs. VVIAX (27.07). VVIAX return over 5 years is better than : 54.28 vs. LBWCX (18.53).
| LBWCX | VVIAX | LBWCX / 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 | 25.189 | 20.599 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 184B | 0% |
| Annual Yield % from dividends | 0.39 | 2.36 | 17% |
| Returns for 1 year | 33.38 | 27.07 | 123% |
| Returns for 3 years | 4.27 | 24.71 | 17% |
| Returns for 5 years | 18.53 | 54.28 | 34% |
| Returns for 10 years | 15.66 | 114.16 | 14% |