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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$21.71
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets94.23M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LBWAX vs VVIAX Comparison Chart in %
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LBWAX vs. VVIAX commentary
Jul 27, 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 LBWAX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBWAX (94.2M). VVIAX pays higher dividends than LBWAX: VVIAX (2.18) vs LBWAX (1.43). LBWAX was incepted earlier than VVIAX: LBWAX (15 years) vs VVIAX (25 years). LBWAX (1.16) is less costly to investors than VVIAX (0.05). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (9.00). LBWAX has a lower initial minimum investment than VVIAX: LBWAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. LBWAX (3.99). VVIAX return over 5 years is better than : 74.87 vs. LBWAX (41.09).
| LBWAX | VVIAX | LBWAX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.496 | 6.714 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 195B | 0% |
| Annual Yield % from dividends | 1.43 | 2.18 | 65% |
| Returns for 1 year | 3.99 | 9.75 | 41% |
| Returns for 3 years | 20.58 | 34.32 | 60% |
| Returns for 5 years | 41.09 | 74.87 | 55% |
| Returns for 10 years | 23.96 | 116.26 | 21% |
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