Ad is loading...
LBWCX vs VIVAX
LBWCX vs VIVAX Comparison
Open Charts LBWCX vs VIVAX
BrandywineGLOBAL Div US Large Value C
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets215.55M
Vanguard Value Index I
Price$68.68
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
LBWCX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWCX vs. VIVAX commentary
Jan 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 LBWCX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBWCX (216M). 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 : 17.27 vs. LBWCX (11.92). VIVAX return over 5 years is better than : 47.22 vs. LBWCX (13.21).
| 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 | 4.291 | 3.966 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 0.39 | 2.25 | 17% |
| Returns for 1 year | 11.92 | 17.27 | 69% |
| Returns for 3 years | 6.54 | 22.82 | 29% |
| Returns for 5 years | 13.21 | 47.22 | 28% |
| Returns for 10 years | 14.65 | 110.28 | 13% |