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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$19.64
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets85.08M
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
LBWAX vs VIVAX Comparison Chart
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LBWAX vs. VIVAX commentary
Apr 25, 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: 191B vs. LBWAX (85.1M). VIVAX pays higher dividends than LBWAX: VIVAX (2.14) vs LBWAX (1.45). 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 (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 : 3.39 vs. LBWAX (-3.38). VIVAX return over 5 years is better than : 69.89 vs. LBWAX (37.84).
| 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 | -3.048 | -3.426 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 191B | 0% |
| Annual Yield % from dividends | 1.45 | 2.14 | 68% |
| Returns for 1 year | -3.38 | 3.39 | -100% |
| Returns for 3 years | -0.00 | 12.71 | -0% |
| Returns for 5 years | 37.84 | 69.89 | 54% |
| Returns for 10 years | 9.98 | 92.45 | 11% |
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