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LBWCX vs VIVAX
LBWCX vs VIVAX Comparison
Open Charts LBWCX vs VIVAX
BrandywineGLOBAL Div US Large Value C
Price$18.27
Change-$0.18 (-0.98%)
VolumeN/A
Net Assets80.61M
Vanguard Value Index I
Price$60.01
Change-$0.78 (-1.28%)
VolumeN/A
Net Assets190.51B
LBWCX vs VIVAX Comparison Chart
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LBWCX vs. VIVAX commentary
Apr 10, 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 LBWCX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LBWCX (80.6M). VIVAX pays higher dividends than LBWCX: VIVAX (2.14) vs LBWCX (0.71). LBWCX was incepted earlier than VIVAX: LBWCX (15 years) vs VIVAX (32 years). LBWCX (1.91) is less costly to investors than VIVAX (0.17). LBWCX is a more actively managed with annual turnover of: 75.00 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 : -2.90 vs. LBWCX (-9.19). VIVAX return over 5 years is better than : 60.39 vs. LBWCX (25.52).
| LBWCX | VIVAX | LBWCX / VIVAX | |
| Total Expense Ratio | 1.90 | 0.17 | 1,118% |
| Annual Report Gross Expense Ratio | 1.91 | 0.17 | 1,124% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -6.865 | -7.953 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 191B | 0% |
| Annual Yield % from dividends | 0.71 | 2.14 | 33% |
| Returns for 1 year | -9.19 | -2.90 | 317% |
| Returns for 3 years | -8.53 | 4.41 | -194% |
| Returns for 5 years | 25.52 | 60.39 | 42% |
| Returns for 10 years | 0.44 | 83.87 | 1% |
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