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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$20.34
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.23M
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LBWAX vs VIVAX Comparison Chart
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LBWAX vs. VIVAX commentary
Jun 07, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LBWAX (88.2M). VIVAX pays higher dividends than LBWAX: VIVAX (2.16) vs LBWAX (1.48). LBWAX was incepted earlier than VIVAX: LBWAX (15 years) vs VIVAX (33 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 (9.00). 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 : 6.90 vs. LBWAX (1.20). VIVAX return over 5 years is better than : 59.01 vs. LBWAX (26.14).
| 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 | 33 years | - |
| Gain YTD | 1.699 | 1.434 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.16 | 68% |
| Returns for 1 year | 1.20 | 6.90 | 17% |
| Returns for 3 years | 6.20 | 20.08 | 31% |
| Returns for 5 years | 26.14 | 59.01 | 44% |
| Returns for 10 years | 15.78 | 103.66 | 15% |
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