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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$21.11
Change-$0.32 (-1.49%)
VolumeN/A
Net Assets92.63M
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
LBISX vs VIVAX Comparison Chart in %
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LBISX vs. VIVAX commentary
Jul 17, 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 LBISX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBISX (92.6M). VIVAX pays higher dividends than LBISX: VIVAX (2.06) vs LBISX (1.80). LBISX was incepted earlier than VIVAX: LBISX (15 years) vs VIVAX (33 years). LBISX (0.76) is less costly to investors than VIVAX (0.17). LBISX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LBISX: VIVAX (3000) vs LBISX (1000000). VIVAX annual gain was more profitable for investors over the last year : 5.39 vs. LBISX (3.97). VIVAX return over 5 years is better than : 70.22 vs. LBISX (41.53).
| LBISX | VIVAX | LBISX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 7.096 | 4.089 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 195B | 0% |
| Annual Yield % from dividends | 1.80 | 2.06 | 87% |
| Returns for 1 year | 3.97 | 5.39 | 74% |
| Returns for 3 years | 22.77 | 33.38 | 68% |
| Returns for 5 years | 41.53 | 70.22 | 59% |
| Returns for 10 years | 23.02 | 107.11 | 21% |
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