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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$20.80
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets213.35M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
LBISX vs VIVAX Comparison Chart
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LBISX vs. VIVAX commentary
Jan 19, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBISX (213M). VIVAX pays higher dividends than LBISX: VIVAX (2.25) vs LBISX (1.71). LBISX was incepted earlier than VIVAX: LBISX (14 years) vs VIVAX (32 years). LBISX is a more actively managed with annual turnover of: 58.00 vs. VIVAX (10.00). 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 : 18.19 vs. LBISX (14.31). VIVAX return over 5 years is better than : 44.18 vs. LBISX (16.68).
| LBISX | VIVAX | LBISX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 3.948 | 3.194 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 14.31 | 18.19 | 79% |
| Returns for 3 years | 6.17 | 18.46 | 33% |
| Returns for 5 years | 16.68 | 44.18 | 38% |
| Returns for 10 years | 26.16 | 111.10 | 24% |