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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$22.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LBWAX vs VIVAX Comparison Chart
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LBWAX vs. VIVAX commentary
Sep 21, 2024
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 StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. LBWAX (247M). 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). LBWAX annual gain was more profitable for investors over the last year : 22.93 vs. VIVAX (20.39). VIVAX return over 5 years is better than : 54.21 vs. LBWAX (19.57).
| 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 | 16.996 | 15.335 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 183B | 0% |
| Annual Yield % from dividends | 1.37 | 2.25 | 61% |
| Returns for 1 year | 22.93 | 20.39 | 112% |
| Returns for 3 years | 4.03 | 25.01 | 16% |
| Returns for 5 years | 19.57 | 54.21 | 36% |
| Returns for 10 years | 16.06 | 109.13 | 15% |
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