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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$22.41
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets96.94M
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
LBISX vs VIVAX Comparison Chart in %
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LBISX vs. VIVAX commentary
Sep 18, 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: 203B vs. LBISX (96.9M). VIVAX pays higher dividends than LBISX: VIVAX (1.99) vs LBISX (1.72). 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 : 6.86 vs. LBISX (3.22). VIVAX return over 5 years is better than : 73.52 vs. LBISX (44.36).
| 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 | 11.344 | 8.935 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 203B | 0% |
| Annual Yield % from dividends | 1.72 | 1.99 | 86% |
| Returns for 1 year | 3.22 | 6.86 | 47% |
| Returns for 3 years | 25.53 | 38.33 | 67% |
| Returns for 5 years | 44.36 | 73.52 | 60% |
| Returns for 10 years | 40.72 | 137.84 | 30% |
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