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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$23.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
LBWIX vs VVIAX Comparison Chart
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LBWIX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBWIX (216M). 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). LBWIX annual gain was more profitable for investors over the last year : 33.50 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. LBWIX (21.47).
| 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 | 23.891 | 17.922 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.62 | 2.36 | 69% |
| Returns for 1 year | 33.50 | 25.54 | 131% |
| Returns for 3 years | 4.98 | 21.55 | 23% |
| Returns for 5 years | 21.47 | 50.78 | 42% |
| Returns for 10 years | 22.46 | 110.49 | 20% |
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