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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$19.81
Change-$0.56 (-2.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LBWIX vs VVIAX Comparison Chart
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LBWIX vs. VVIAX commentary
Dec 19, 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 LBWIX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBWIX (209M). VVIAX pays higher dividends than LBWIX: VVIAX (2.36) vs LBWIX (1.62). LBWIX was incepted earlier than VVIAX: LBWIX (14 years) vs VVIAX (24 years). LBWIX is a more actively managed with annual turnover of: 58.00 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 : 12.71 vs. LBWIX (11.71). VVIAX return over 5 years is better than : 40.22 vs. LBWIX (15.17).
| LBWIX | VVIAX | LBWIX / 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 | 10.693 | 13.115 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 195B | 0% |
| Annual Yield % from dividends | 1.62 | 2.36 | 69% |
| Returns for 1 year | 11.71 | 12.71 | 92% |
| Returns for 3 years | 7.21 | 17.45 | 41% |
| Returns for 5 years | 15.17 | 40.22 | 38% |
| Returns for 10 years | 18.29 | 99.66 | 18% |
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