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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$22.29
Change+$0.33 (+1.50%)
VolumeN/A
Net Assets95.78M
Vanguard Value Index Adm
Price$71.58
Change+$0.97 (+1.37%)
VolumeN/A
Net Assets195.81B
LBWIX vs VVIAX Comparison Chart in %
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LBWIX vs. VVIAX commentary
Aug 23, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LBWIX (95.8M). VVIAX pays higher dividends than LBWIX: VVIAX (2.18) vs LBWIX (1.63). LBWIX was incepted earlier than VVIAX: LBWIX (15 years) vs VVIAX (25 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 : 7.39 vs. LBWIX (3.41). VVIAX return over 5 years is better than : 71.64 vs. LBWIX (42.25).
| 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 | 25 years | - |
| Gain YTD | 9.636 | 6.971 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 196B | 0% |
| Annual Yield % from dividends | 1.63 | 2.18 | 75% |
| Returns for 1 year | 3.41 | 7.39 | 46% |
| Returns for 3 years | 17.99 | 29.92 | 60% |
| Returns for 5 years | 42.25 | 71.64 | 59% |
| Returns for 10 years | 43.43 | 142.05 | 31% |
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