LBWIX
Price
$21.76
Change
+$0.07 (+0.32%)
Updated
Jul 25 closing price
Net Assets
94.23M
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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LBWIX vs VVIAX

Header iconLBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAXBanner chart's image
BrandywineGLOBAL Div US Large Value I
Price$21.76
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
LBWIX vs VVIAX Comparison Chart in %
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LBWIX 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 LBWIX is a StrongBuy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBWIX (94.2M). VVIAX pays higher dividends than LBWIX: VVIAX (2.18) vs LBWIX (1.64). LBWIX was incepted earlier than VVIAX: LBWIX (15 years) vs VVIAX (25 years). LBWIX (0.88) is less costly to investors than VVIAX (0.05). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LBWIX: VVIAX (3000) vs LBWIX (1000000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. LBWIX (4.26). VVIAX return over 5 years is better than : 74.87 vs. LBWIX (43.17).
LBWIXVVIAXLBWIX / VVIAX
Total Expense Ratio0.800.051,600%
Annual Report Gross Expense Ratio0.880.051,760%
Fund Existence15 years25 years-
Gain YTD8.6376.714129%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets94.2M195B0%
Annual Yield % from dividends1.642.1875%
Returns for 1 year4.269.7544%
Returns for 3 years21.5734.3263%
Returns for 5 years43.1774.8758%
Returns for 10 years26.36116.2623%
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