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LBISX vs VVIAX
LBISX vs VVIAX Comparison
Open Charts LBISX vs VVIAX
BrandywineGLOBAL Div US Large Value IS
Price$21.59
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets93.34M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LBISX vs VVIAX Comparison Chart in %
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LBISX vs. VVIAX commentary
Jul 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: 189B vs. LBISX (93.3M). VVIAX pays higher dividends than LBISX: VVIAX (2.18) vs LBISX (1.80). 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 : 12.03 vs. LBISX (7.67). VVIAX return over 5 years is better than : 80.13 vs. LBISX (47.39).
| 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 | 7.896 | 6.198 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 189B | 0% |
| Annual Yield % from dividends | 1.80 | 2.18 | 82% |
| Returns for 1 year | 7.67 | 12.03 | 64% |
| Returns for 3 years | 22.69 | 35.17 | 65% |
| Returns for 5 years | 47.39 | 80.13 | 59% |
| Returns for 10 years | 26.73 | 115.67 | 23% |
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