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LBWCX vs VIVAX
LBWCX vs VIVAX Comparison
Open Charts LBWCX vs VIVAX
BrandywineGLOBAL Div US Large Value C
Price$19.84
Change+$0.26 (+1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
LBWCX vs VIVAX Comparison Chart
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LBWCX vs. VIVAX commentary
Dec 23, 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 LBWCX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWCX (206M). VIVAX pays higher dividends than LBWCX: VIVAX (2.25) vs LBWCX (0.39). LBWCX was incepted earlier than VIVAX: LBWCX (14 years) vs VIVAX (32 years). LBWCX is a more actively managed with annual turnover of: 58.00 vs. VIVAX (10.00). LBWCX has a lower initial minimum investment than VIVAX: LBWCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. LBWCX (8.52). VIVAX return over 5 years is better than : 41.35 vs. LBWCX (7.82).
| LBWCX | VIVAX | LBWCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 7.764 | 14.000 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 195B | 0% |
| Annual Yield % from dividends | 0.39 | 2.25 | 17% |
| Returns for 1 year | 8.52 | 15.15 | 56% |
| Returns for 3 years | 2.36 | 18.25 | 13% |
| Returns for 5 years | 7.82 | 41.35 | 19% |
| Returns for 10 years | 7.07 | 99.53 | 7% |