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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$20.15
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.36
Change-$0.12 (-0.18%)
VolumeN/A
CapitalizationN/A
LBWAX vs VIVAX Comparison Chart
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LBWAX vs. VIVAX commentary
Jan 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWAX (207M). VIVAX pays higher dividends than LBWAX: VIVAX (2.25) vs LBWAX (1.37). LBWAX was incepted earlier than VIVAX: LBWAX (14 years) vs VIVAX (32 years). LBWAX is a more actively managed with annual turnover of: 58.00 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 : 14.20 vs. LBWAX (9.19). VIVAX return over 5 years is better than : 42.87 vs. LBWAX (12.08).
| LBWAX | VIVAX | LBWAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 0.750 | 0.636 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.25 | 61% |
| Returns for 1 year | 9.19 | 14.20 | 65% |
| Returns for 3 years | 0.50 | 14.24 | 4% |
| Returns for 5 years | 12.08 | 42.87 | 28% |
| Returns for 10 years | 19.45 | 107.73 | 18% |