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LBWCX vs VIVAX
LBWCX vs VIVAX Comparison
Open Charts LBWCX vs VIVAX
BrandywineGLOBAL Div US Large Value C
Price$20.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.42M
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LBWCX vs VIVAX Comparison Chart
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LBWCX vs. VIVAX 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 LBWCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LBWCX (88.4M). VIVAX pays higher dividends than LBWCX: VIVAX (2.16) vs LBWCX (0.72). LBWCX was incepted earlier than VIVAX: LBWCX (15 years) vs VIVAX (33 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 (9.00). 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 : 6.90 vs. LBWCX (0.35). VIVAX return over 5 years is better than : 59.01 vs. LBWCX (21.65).
| 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 | 33 years | - |
| Gain YTD | 1.363 | 1.434 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 189B | 0% |
| Annual Yield % from dividends | 0.72 | 2.16 | 33% |
| Returns for 1 year | 0.35 | 6.90 | 5% |
| Returns for 3 years | 3.65 | 20.08 | 18% |
| Returns for 5 years | 21.65 | 59.01 | 37% |
| Returns for 10 years | 9.31 | 103.66 | 9% |