Ad is loading...
LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$19.92
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LBWAX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWAX vs. VIVAX commentary
Apr 04, 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 LBWAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWAX (89.4M). VIVAX pays higher dividends than LBWAX: VIVAX (2.14) vs LBWAX (1.45). LBWAX was incepted earlier than VIVAX: LBWAX (15 years) vs VIVAX (32 years). LBWAX (1.16) is less costly to investors than VIVAX (0.17). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (10.00). LBWAX has a lower initial minimum investment than VIVAX: LBWAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. LBWAX (1.40). VIVAX return over 5 years is better than : 101.66 vs. LBWAX (64.48).
| LBWAX | VIVAX | LBWAX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 3.748 | 2.419 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.45 | 2.14 | 68% |
| Returns for 1 year | 1.40 | 7.66 | 18% |
| Returns for 3 years | 5.30 | 17.34 | 31% |
| Returns for 5 years | 64.48 | 101.66 | 63% |
| Returns for 10 years | 19.70 | 106.90 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...