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LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
BrandywineGLOBAL Div US Large Value A
Price$19.92
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
LBWAX vs VIVIX Comparison Chart
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LBWAX vs. VIVIX commentary
Apr 04, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWAX (89.4M). VIVIX pays higher dividends than LBWAX: VIVIX (2.27) vs LBWAX (1.45). LBWAX was incepted earlier than VIVIX: LBWAX (15 years) vs VIVIX (27 years). LBWAX (1.16) is less costly to investors than VIVIX (0.04). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (10.00). LBWAX has a lower initial minimum investment than VIVIX: LBWAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. LBWAX (1.40). VIVIX return over 5 years is better than : 101.66 vs. LBWAX (64.48).
| LBWAX | VIVIX | LBWAX / VIVIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 3.748 | 2.421 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.45 | 2.27 | 64% |
| Returns for 1 year | 1.40 | 7.66 | 18% |
| Returns for 3 years | 5.30 | 17.34 | 31% |
| Returns for 5 years | 64.48 | 101.66 | 63% |
| Returns for 10 years | 19.70 | 106.83 | 18% |
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