Ad is loading...
LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
BrandywineGLOBAL Div US Large Value A
Price$20.15
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.34
Change-$0.11 (-0.17%)
VolumeN/A
CapitalizationN/A
LBWAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWAX vs. VIVIX commentary
Jan 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWAX (207M). VIVIX pays higher dividends than LBWAX: VIVIX (2.37) vs LBWAX (1.37). LBWAX was incepted earlier than VIVIX: LBWAX (14 years) vs VIVIX (27 years). LBWAX is a more actively managed with annual turnover of: 58.00 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 : 14.21 vs. LBWAX (9.19). VIVIX return over 5 years is better than : 42.85 vs. LBWAX (12.08).
| LBWAX | VIVIX | LBWAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.750 | 0.636 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.37 | 58% |
| Returns for 1 year | 9.19 | 14.21 | 65% |
| Returns for 3 years | 0.50 | 14.24 | 4% |
| Returns for 5 years | 12.08 | 42.85 | 28% |
| Returns for 10 years | 19.45 | 107.66 | 18% |