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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$19.69
Change+$1.19 (+6.43%)
VolumeN/A
Net Assets79.85M
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
LBISX vs VIVAX Comparison Chart
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LBISX vs. VIVAX commentary
Apr 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LBISX (79.9M). VIVAX pays higher dividends than LBISX: VIVAX (2.14) vs LBISX (1.83). LBISX was incepted earlier than VIVAX: LBISX (15 years) vs VIVAX (32 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 (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 : -4.28 vs. LBISX (-8.99). VIVAX return over 5 years is better than : 58.34 vs. LBISX (31.20).
| 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 | 32 years | - |
| Gain YTD | -7.546 | -9.134 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 191B | 0% |
| Annual Yield % from dividends | 1.83 | 2.14 | 86% |
| Returns for 1 year | -8.99 | -4.28 | 210% |
| Returns for 3 years | -6.16 | 3.07 | -201% |
| Returns for 5 years | 31.20 | 58.34 | 53% |
| Returns for 10 years | 8.15 | 81.51 | 10% |
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