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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$22.28
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets96.46M
Vanguard Value Index I
Price$71.43
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
LBISX vs VIVIX Comparison Chart in %
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LBISX vs. VIVIX commentary
Aug 29, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LBISX (96.5M). VIVIX pays higher dividends than LBISX: VIVIX (2.19) vs LBISX (1.78). 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 : 7.43 vs. LBISX (3.32). VIVIX return over 5 years is better than : 69.14 vs. LBISX (41.17).
| 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 | 10.945 | 8.215 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.19 | 82% |
| Returns for 1 year | 3.32 | 7.43 | 45% |
| Returns for 3 years | 21.08 | 33.50 | 63% |
| Returns for 5 years | 41.17 | 69.14 | 60% |
| Returns for 10 years | 37.49 | 131.53 | 29% |
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