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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$21.20
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets215.69M
Vanguard Value Index I
Price$69.33
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
LBISX vs VIVIX Comparison Chart
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LBISX vs. VIVIX commentary
Jan 31, 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 Buy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBISX (216M). VIVIX pays higher dividends than LBISX: VIVIX (2.37) vs LBISX (1.71). LBISX was incepted earlier than VIVIX: LBISX (14 years) vs VIVIX (27 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). VIVIX annual gain was more profitable for investors over the last year : 16.72 vs. LBISX (12.75). VIVIX return over 5 years is better than : 50.85 vs. LBISX (23.71).
| LBISX | VIVIX | LBISX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 5.297 | 3.922 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.37 | 72% |
| Returns for 1 year | 12.75 | 16.72 | 76% |
| Returns for 3 years | 9.45 | 21.06 | 45% |
| Returns for 5 years | 23.71 | 50.85 | 47% |
| Returns for 10 years | 28.21 | 114.24 | 25% |
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