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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$20.96
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets89.97M
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
LBWAX vs VIVAX Comparison Chart in %
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LBWAX vs. VIVAX commentary
Jun 27, 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 (90M). 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 : 8.64 vs. LBWAX (3.60). VIVAX return over 5 years is better than : 80.98 vs. LBWAX (43.35).
| 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 | 3.698 | 3.312 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.16 | 68% |
| Returns for 1 year | 3.60 | 8.64 | 42% |
| Returns for 3 years | 15.49 | 30.67 | 51% |
| Returns for 5 years | 43.35 | 80.98 | 54% |
| Returns for 10 years | 19.40 | 110.43 | 18% |
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