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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$23.30
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.44
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
LBISX vs VIVAX Comparison Chart
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LBISX vs. VIVAX commentary
Nov 14, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBISX (217M). 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). LBISX annual gain was more profitable for investors over the last year : 33.95 vs. VIVAX (27.17). VIVAX return over 5 years is better than : 52.39 vs. LBISX (22.62).
| 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 | 24.532 | 19.148 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 33.95 | 27.17 | 125% |
| Returns for 3 years | 5.79 | 22.68 | 26% |
| Returns for 5 years | 22.62 | 52.39 | 43% |
| Returns for 10 years | 24.81 | 114.10 | 22% |