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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$21.15
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets92.39M
Vanguard Value Index Adm
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
LBWIX vs VVIAX Comparison Chart in %
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LBWIX vs. VVIAX commentary
Aug 03, 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 (92.4M). 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 : 6.61 vs. LBWIX (1.53). VVIAX return over 5 years is better than : 71.85 vs. LBWIX (40.88).
| 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 | 6.640 | 4.638 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.4M | 195B | 0% |
| Annual Yield % from dividends | 1.63 | 2.18 | 75% |
| Returns for 1 year | 1.53 | 6.61 | 23% |
| Returns for 3 years | 17.83 | 29.52 | 60% |
| Returns for 5 years | 40.88 | 71.85 | 57% |
| Returns for 10 years | 24.04 | 112.05 | 21% |
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