LBWAX
Price
$20.34
Change
-$0.01 (-0.05%)
Updated
Jun 5 closing price
Net Assets
88.23M
VIVIX
Price
$66.84
Change
-$0.13 (-0.19%)
Updated
Jun 5 closing price
Net Assets
188.77B
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LBWAX vs VIVIX

Header iconLBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIXBanner chart's image
BrandywineGLOBAL Div US Large Value A
Price$20.34
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.23M
Vanguard Value Index I
Price$66.84
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LBWAX vs VIVIX Comparison Chart
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LBWAX vs. VIVIX commentary
Jun 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 Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LBWAX (88.2M). 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 : 6.89 vs. LBWAX (1.20). VIVIX return over 5 years is better than : 58.98 vs. LBWAX (26.14).
LBWAXVIVIXLBWAX / VIVIX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.160.042,900%
Fund Existence15 years27 years-
Gain YTD1.6991.452117%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets88.2M189B0%
Annual Yield % from dividends1.482.2964%
Returns for 1 year1.206.8917%
Returns for 3 years6.2020.0631%
Returns for 5 years26.1458.9844%
Returns for 10 years15.78103.6315%
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