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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$22.21
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets97.19M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LBISX vs VVIAX Comparison Chart in %
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LBISX vs. VVIAX commentary
Sep 07, 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: 203B vs. LBISX (97.2M). VVIAX pays higher dividends than LBISX: VVIAX (2.10) vs LBISX (1.72). 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 : 7.74 vs. LBISX (4.22). VVIAX return over 5 years is better than : 70.16 vs. LBISX (42.47).
| 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 | 10.994 | 7.850 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 203B | 0% |
| Annual Yield % from dividends | 1.72 | 2.10 | 82% |
| Returns for 1 year | 4.22 | 7.74 | 55% |
| Returns for 3 years | 24.87 | 36.61 | 68% |
| Returns for 5 years | 42.47 | 70.16 | 61% |
| Returns for 10 years | 38.60 | 131.61 | 29% |
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