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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$23.30
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
LBISX vs VIVIX Comparison Chart
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LBISX vs. VIVIX commentary
Nov 14, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBISX (217M). VIVIX pays higher dividends than LBISX: VIVIX (2.37) vs LBISX (1.71). LBISX was incepted earlier than VIVIX: LBISX (14 years) vs VIVIX (26 years). LBISX is a more actively managed with annual turnover of: 58.00 vs. VIVIX (10.00). LBISX has a lower initial minimum investment than VIVIX: LBISX (1000000) vs VIVIX (5000000). LBISX annual gain was more profitable for investors over the last year : 33.95 vs. VIVIX (27.16). VIVIX return over 5 years is better than : 52.37 vs. LBISX (22.62).
| LBISX | VIVIX | LBISX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 24.532 | 19.158 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.37 | 72% |
| Returns for 1 year | 33.95 | 27.16 | 125% |
| Returns for 3 years | 5.79 | 22.67 | 26% |
| Returns for 5 years | 22.62 | 52.37 | 43% |
| Returns for 10 years | 24.81 | 114.14 | 22% |