Ad is loading...
LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$20.96
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LBISX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. VIVAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LBISX (214M). 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 : 13.43 vs. LBISX (9.40). VIVAX return over 5 years is better than : 47.22 vs. LBISX (19.79).
| 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 | 4.748 | 4.148 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 193B | 0% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 9.40 | 13.43 | 70% |
| Returns for 3 years | 10.72 | 23.92 | 45% |
| Returns for 5 years | 19.79 | 47.22 | 42% |
| Returns for 10 years | 21.48 | 105.56 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...