LBWCX
Price
$24.38
Change
+$0.15 (+0.62%)
Updated
Sep 11 closing price
Net Assets
120.42M
VIVAX
Price
$87.40
Change
+$0.67 (+0.77%)
Updated
Sep 11 closing price
Net Assets
262.3B
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LBWCX vs VIVAX

LBWCX vs VIVAX Comparison Chart in %
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LBWCX vs. VIVAX commentary
Sep 13, 2026

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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 262B vs. LBWCX (120M). VIVAX pays higher dividends than LBWCX: VIVAX (1.70) vs LBWCX (0.69). LBWCX was incepted earlier than VIVAX: LBWCX (16 years) vs VIVAX (34 years). LBWCX (2.00) is less costly to investors than VIVAX (0.17). LBWCX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than LBWCX: VIVAX (0) vs LBWCX (1000). VIVAX annual gain was more profitable for investors over the last year : 19.52 vs. LBWCX (10.53). VIVAX return over 5 years is better than : 60.68 vs. LBWCX (16.02).
LBWCXVIVAXLBWCX / VIVAX
Total Expense Ratio1.910.171,124%
Annual Report Gross Expense Ratio2.000.171,176%
Fund Existence16 years34 years-
Gain YTD17.79316.369109%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets120M262B0%
Annual Yield % from dividends0.691.7041%
Returns for 1 year10.5319.5254%
Returns for 3 years38.8955.6970%
Returns for 5 years16.0260.6826%
Returns for 10 years43.26160.5027%
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