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LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
BrandywineGLOBAL Div US Large Value A
Price$22.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LBWAX vs VIVIX Comparison Chart
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LBWAX vs. VIVIX commentary
Sep 20, 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. LBWAX (247M). VIVIX pays higher dividends than LBWAX: VIVIX (2.37) vs LBWAX (1.37). LBWAX was incepted earlier than VIVIX: LBWAX (14 years) vs VIVIX (26 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). LBWAX annual gain was more profitable for investors over the last year : 22.93 vs. VIVIX (20.40). VIVIX return over 5 years is better than : 54.23 vs. LBWAX (19.57).
| LBWAX | VIVIX | LBWAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 16.996 | 15.360 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 183B | 0% |
| Annual Yield % from dividends | 1.37 | 2.37 | 58% |
| Returns for 1 year | 22.93 | 20.40 | 112% |
| Returns for 3 years | 4.03 | 25.00 | 16% |
| Returns for 5 years | 19.57 | 54.23 | 36% |
| Returns for 10 years | 16.06 | 109.21 | 15% |
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