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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$19.77
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets86.94M
Vanguard Value Index Adm
Price$64.79
Change-$0.21 (-0.32%)
VolumeN/A
Net Assets190.51B
LBWIX vs VVIAX Comparison Chart
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LBWIX vs. VVIAX commentary
May 02, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. LBWIX (86.9M). VVIAX pays higher dividends than LBWIX: VVIAX (2.34) vs LBWIX (1.74). 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 (9.00). 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 : 6.92 vs. LBWIX (1.11). VVIAX return over 5 years is better than : 74.32 vs. LBWIX (42.60).
| 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 | -0.949 | -1.547 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.9M | 191B | 0% |
| Annual Yield % from dividends | 1.74 | 2.34 | 74% |
| Returns for 1 year | 1.11 | 6.92 | 16% |
| Returns for 3 years | 6.06 | 18.61 | 33% |
| Returns for 5 years | 42.60 | 74.32 | 57% |
| Returns for 10 years | 13.64 | 94.45 | 14% |
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