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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$19.69
Change+$1.19 (+6.43%)
VolumeN/A
Net Assets79.85M
Vanguard Value Index I
Price$63.92
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
LBISX vs VIVIX Comparison Chart
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LBISX vs. VIVIX commentary
Apr 10, 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: 191B vs. LBISX (79.9M). VIVIX pays higher dividends than LBISX: VIVIX (2.27) vs LBISX (1.83). 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 (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 : -4.30 vs. LBISX (-8.99). VIVIX return over 5 years is better than : 58.32 vs. LBISX (31.20).
| 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 | -7.546 | -9.137 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 191B | 0% |
| Annual Yield % from dividends | 1.83 | 2.27 | 81% |
| Returns for 1 year | -8.99 | -4.30 | 209% |
| Returns for 3 years | -6.16 | 3.05 | -202% |
| Returns for 5 years | 31.20 | 58.32 | 54% |
| Returns for 10 years | 8.15 | 81.50 | 10% |
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