Interact to see
Advertisement
Advertisement
LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$21.83
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets94.76M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LBISX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. VVIAX commentary
Aug 17, 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 LBISX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LBISX (94.8M). VVIAX pays higher dividends than LBISX: VVIAX (2.18) vs LBISX (1.78). LBISX was incepted earlier than VVIAX: LBISX (15 years) vs VVIAX (25 years). LBISX (0.76) is less costly to investors than VVIAX (0.05). LBISX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LBISX: VVIAX (3000) vs LBISX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. LBISX (4.17). VVIAX return over 5 years is better than : 68.54 vs. LBISX (39.63).
| LBISX | VVIAX | LBISX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 9.095 | 6.517 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.18 | 82% |
| Returns for 1 year | 4.17 | 7.91 | 53% |
| Returns for 3 years | 14.58 | 25.93 | 56% |
| Returns for 5 years | 39.63 | 68.54 | 58% |
| Returns for 10 years | 27.36 | 114.61 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement