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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$22.27
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets96.67M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LBWAX vs VVIAX Comparison Chart in %
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LBWAX vs. VVIAX commentary
Sep 08, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LBWAX (96.7M). VVIAX pays higher dividends than LBWAX: VVIAX (2.10) vs LBWAX (1.36). 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 : 7.74 vs. LBWAX (4.40). VVIAX return over 5 years is better than : 70.16 vs. LBWAX (40.39).
| 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 | 11.294 | 7.850 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 203B | 0% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 4.40 | 7.74 | 57% |
| Returns for 3 years | 24.08 | 36.61 | 66% |
| Returns for 5 years | 40.39 | 70.16 | 58% |
| Returns for 10 years | 35.63 | 131.61 | 27% |
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