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LBWIX vs VVIAX
LBWIX vs VVIAX Comparison
Open Charts LBWIX vs VVIAX
BrandywineGLOBAL Div US Large Value I
Price$20.48
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets88.46M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LBWIX vs VVIAX Comparison Chart
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LBWIX 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 LBWIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBWIX (88.5M). VVIAX pays higher dividends than LBWIX: VVIAX (2.28) vs LBWIX (1.70). 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 : 8.01 vs. LBWIX (3.03). VVIAX return over 5 years is better than : 72.56 vs. LBWIX (39.04).
| 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 | 2.247 | 2.436 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 189B | 0% |
| Annual Yield % from dividends | 1.70 | 2.28 | 75% |
| Returns for 1 year | 3.03 | 8.01 | 38% |
| Returns for 3 years | 17.02 | 32.19 | 53% |
| Returns for 5 years | 39.04 | 72.56 | 54% |
| Returns for 10 years | 17.19 | 103.54 | 17% |
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