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LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
BrandywineGLOBAL Div US Large Value A
Price$20.95
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LBWAX vs VIVIX Comparison Chart
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LBWAX vs. VIVIX commentary
Feb 23, 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: 193B vs. LBWAX (214M). 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 : 13.44 vs. LBWAX (8.99). VIVIX return over 5 years is better than : 47.20 vs. LBWAX (17.45).
| 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 | 4.698 | 4.165 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 193B | 0% |
| Annual Yield % from dividends | 1.37 | 2.37 | 58% |
| Returns for 1 year | 8.99 | 13.44 | 67% |
| Returns for 3 years | 9.44 | 23.92 | 39% |
| Returns for 5 years | 17.45 | 47.20 | 37% |
| Returns for 10 years | 18.29 | 105.52 | 17% |
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