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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$20.47
Change-$0.21 (-1.02%)
VolumeN/A
Net Assets88.46M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LBISX vs VVIAX Comparison Chart
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LBISX vs. VVIAX commentary
Jun 16, 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: 189B vs. LBISX (88.5M). VVIAX pays higher dividends than LBISX: VVIAX (2.28) vs LBISX (1.86). 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 : 8.01 vs. LBISX (3.09). VVIAX return over 5 years is better than : 72.56 vs. LBISX (39.74).
| 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 | 2.299 | 2.436 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 189B | 0% |
| Annual Yield % from dividends | 1.86 | 2.28 | 82% |
| Returns for 1 year | 3.09 | 8.01 | 39% |
| Returns for 3 years | 17.33 | 32.19 | 54% |
| Returns for 5 years | 39.74 | 72.56 | 55% |
| Returns for 10 years | 18.10 | 103.54 | 17% |
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