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LBDRX vs VIVAX
LBDRX vs VIVAX Comparison
Open Charts LBDRX vs VIVAX
BrandywineGLOBAL Div US Large Value R
Price$21.18
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets215.69M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
LBDRX vs VIVAX Comparison Chart
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LBDRX vs. VIVAX commentary
Jan 31, 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 LBDRX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBDRX (216M). VIVAX pays higher dividends than LBDRX: VIVAX (2.25) vs LBDRX (1.19). LBDRX was incepted earlier than VIVAX: LBDRX (11 years) vs VIVAX (32 years). LBDRX is a more actively managed with annual turnover of: 58.00 vs. VIVAX (10.00). LBDRX has a lower initial minimum investment than VIVAX: LBDRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.70 vs. LBDRX (12.00). VIVAX return over 5 years is better than : 50.84 vs. LBDRX (19.77).
| LBDRX | VIVAX | LBDRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 5.200 | 3.906 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.19 | 2.25 | 53% |
| Returns for 1 year | 12.00 | 16.70 | 72% |
| Returns for 3 years | 7.35 | 21.04 | 35% |
| Returns for 5 years | 19.77 | 50.84 | 39% |
| Returns for 10 years | 22.37 | 114.28 | 20% |