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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$21.60
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
LBWIX vs VVIAX Comparison Chart in %
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LBWIX 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 LBWIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBWIX (93.3M). 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 : 12.03 vs. LBWIX (7.60). VVIAX return over 5 years is better than : 80.13 vs. LBWIX (46.64).
| LBWIX | VVIAX | LBWIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.838 | 6.198 | 126% |
| 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 | 1.64 | 2.18 | 75% |
| Returns for 1 year | 7.60 | 12.03 | 63% |
| Returns for 3 years | 22.36 | 35.17 | 64% |
| Returns for 5 years | 46.64 | 80.13 | 58% |
| Returns for 10 years | 25.75 | 115.67 | 22% |