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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$21.11
Change-$0.32 (-1.49%)
VolumeN/A
Net Assets92.63M
Vanguard Value Index I
Price$69.03
Change+$0.33 (+0.48%)
VolumeN/A
Net Assets195.18B
LBISX vs VIVIX Comparison Chart in %
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LBISX vs. VIVIX commentary
Jul 17, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBISX (92.6M). VIVIX pays higher dividends than LBISX: VIVIX (2.19) vs LBISX (1.80). LBISX was incepted earlier than VIVIX: LBISX (15 years) vs VIVIX (27 years). LBISX (0.76) is less costly to investors than VIVIX (0.04). LBISX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). LBISX has a lower initial minimum investment than VIVIX: LBISX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.39 vs. LBISX (3.97). VIVIX return over 5 years is better than : 70.21 vs. LBISX (41.53).
| LBISX | VIVIX | LBISX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.096 | 4.093 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 195B | 0% |
| Annual Yield % from dividends | 1.80 | 2.19 | 82% |
| Returns for 1 year | 3.97 | 5.39 | 74% |
| Returns for 3 years | 22.77 | 33.37 | 68% |
| Returns for 5 years | 41.53 | 70.21 | 59% |
| Returns for 10 years | 23.02 | 107.11 | 21% |
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