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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$20.10
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets88.36M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LBISX vs VIVIX Comparison Chart
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LBISX vs. VIVIX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBISX (88.4M). VIVIX pays higher dividends than LBISX: VIVIX (2.35) vs LBISX (1.91). 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 : 4.70 vs. LBISX (-0.35). VIVIX return over 5 years is better than : 72.85 vs. LBISX (42.42).
| 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 | 0.550 | -0.563 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 184B | 0% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | -0.35 | 4.70 | -7% |
| Returns for 3 years | 9.17 | 21.55 | 43% |
| Returns for 5 years | 42.42 | 72.85 | 58% |
| Returns for 10 years | 16.84 | 97.55 | 17% |
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