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LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
BrandywineGLOBAL Div US Large Value A
Price$20.96
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets89.97M
Vanguard Value Index I
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
LBWAX vs VIVIX Comparison Chart in %
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LBWAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LBWAX (90M). VIVIX pays higher dividends than LBWAX: VIVIX (2.29) vs LBWAX (1.48). 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 (9.00). 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 : 8.64 vs. LBWAX (3.60). VIVIX return over 5 years is better than : 81.02 vs. LBWAX (43.35).
| 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 | 3.698 | 3.346 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.29 | 64% |
| Returns for 1 year | 3.60 | 8.64 | 42% |
| Returns for 3 years | 15.49 | 30.71 | 50% |
| Returns for 5 years | 43.35 | 81.02 | 54% |
| Returns for 10 years | 19.40 | 110.50 | 18% |
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