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LBWAX vs VVIAX
LBWAX vs VVIAX Comparison
Open Charts LBWAX vs VVIAX
BrandywineGLOBAL Div US Large Value A
Price$20.43
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
LBWAX vs VVIAX Comparison Chart
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LBWAX 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 LBWAX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBWAX (88.5M). VVIAX pays higher dividends than LBWAX: VVIAX (2.28) vs LBWAX (1.48). 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 : 8.01 vs. LBWAX (2.71). VVIAX return over 5 years is better than : 72.56 vs. LBWAX (36.91).
| 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 | 2.099 | 2.436 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.28 | 65% |
| Returns for 1 year | 2.71 | 8.01 | 34% |
| Returns for 3 years | 15.93 | 32.19 | 49% |
| Returns for 5 years | 36.91 | 72.56 | 51% |
| Returns for 10 years | 14.89 | 103.54 | 14% |
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