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LBDRX vs VIVAX
LBDRX vs VIVAX Comparison
Open Charts LBDRX vs VIVAX
BrandywineGLOBAL Div US Large Value R
Price$19.89
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LBDRX vs VIVAX Comparison Chart
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LBDRX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBDRX (89.4M). VIVAX pays higher dividends than LBDRX: VIVAX (2.14) vs LBDRX (1.25). LBDRX was incepted earlier than VIVAX: LBDRX (11 years) vs VIVAX (32 years). LBDRX (1.52) is less costly to investors than VIVAX (0.17). LBDRX is a more actively managed with annual turnover of: 75.00 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 : 7.66 vs. LBDRX (1.15). VIVAX return over 5 years is better than : 101.66 vs. LBDRX (62.41).
| LBDRX | VIVAX | LBDRX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.52 | 0.17 | 894% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 3.650 | 2.419 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | 1.15 | 7.66 | 15% |
| Returns for 3 years | 4.48 | 17.34 | 26% |
| Returns for 5 years | 62.41 | 101.66 | 61% |
| Returns for 10 years | 17.39 | 106.90 | 16% |
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