Ad is loading...
LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$19.95
Change-$0.84 (-4.04%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LBWIX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. VVIAX commentary
Apr 04, 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 LBWIX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBWIX (89.4M). VVIAX pays higher dividends than LBWIX: VVIAX (2.26) vs LBWIX (1.68). LBWIX was incepted earlier than VVIAX: LBWIX (15 years) vs VVIAX (24 years). LBWIX (0.88) is less costly to investors than VVIAX (0.05). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LBWIX: VVIAX (3000) vs LBWIX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.67 vs. LBWIX (1.67). VVIAX return over 5 years is better than : 101.69 vs. LBWIX (66.95).
| LBWIX | VVIAX | LBWIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 3.794 | 2.421 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.68 | 2.26 | 74% |
| Returns for 1 year | 1.67 | 7.67 | 22% |
| Returns for 3 years | 6.24 | 17.36 | 36% |
| Returns for 5 years | 66.95 | 101.69 | 66% |
| Returns for 10 years | 21.98 | 106.86 | 21% |
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 % |
| TOLZ | 53.20 | -0.07 | -0.13% |
| ProShares DJ Brookfield Global Infras | |||
| EEMA | 72.59 | -1.58 | -2.13% |
| iShares MSCI Emerging Markets Asia ETF | |||
| ZSB | 14.35 | -0.35 | -2.35% |
| USCF Sustainable Battery Metals Stgy Fd | |||
| TSPA | 33.81 | -1.77 | -4.97% |
| T. Rowe Price US Equity Research ETF | |||
| HARD | 30.05 | -1.64 | -5.18% |
| Simplify Commodities Strategy No K-1 ETF | |||