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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$22.56
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets93.24M
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
LBISX vs VIVIX Comparison Chart in %
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LBISX vs. VIVIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. LBISX (93.2M). VIVIX pays higher dividends than LBISX: VIVIX (2.10) vs LBISX (1.71). 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 : 5.06 vs. LBISX (-0.68). VIVIX return over 5 years is better than : 62.95 vs. LBISX (36.95).
| 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 | 12.694 | 9.354 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.2M | 208B | 0% |
| Annual Yield % from dividends | 1.71 | 2.10 | 81% |
| Returns for 1 year | -0.68 | 5.06 | -13% |
| Returns for 3 years | 16.62 | 30.25 | 55% |
| Returns for 5 years | 36.95 | 62.95 | 59% |
| Returns for 10 years | 32.84 | 123.08 | 27% |
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