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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$21.50
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets92.3M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
LBISX vs VIVAX Comparison Chart in %
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LBISX vs. VIVAX commentary
Aug 09, 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: 196B vs. LBISX (92.3M). VIVAX pays higher dividends than LBISX: VIVAX (2.06) vs LBISX (1.78). 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 : 8.54 vs. LBISX (3.98). VIVAX return over 5 years is better than : 67.21 vs. LBISX (37.98).
| 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 | 6.547 | 4.498 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.06 | 87% |
| Returns for 1 year | 3.98 | 8.54 | 47% |
| Returns for 3 years | 16.88 | 28.51 | 59% |
| Returns for 5 years | 37.98 | 67.21 | 57% |
| Returns for 10 years | 25.14 | 111.74 | 23% |