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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$19.80
Change-$0.55 (-2.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LBISX vs VIVAX Comparison Chart
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LBISX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBISX (209M). 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 : 16.42 vs. LBISX (11.83). VIVAX return over 5 years is better than : 44.64 vs. LBISX (15.76).
| 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 | 10.757 | 16.008 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 195B | 0% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 11.83 | 16.42 | 72% |
| Returns for 3 years | 7.50 | 20.48 | 37% |
| Returns for 5 years | 15.76 | 44.64 | 35% |
| Returns for 10 years | 19.21 | 104.82 | 18% |
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