LBWCX
Price
$24.52
Change
+$0.19 (+0.78%)
Updated
Aug 21 closing price
Net Assets
121.86M
VIVAX
Price
$88.32
Change
+$0.49 (+0.56%)
Updated
Aug 21 closing price
Net Assets
256.41B
Interact to see
Advertisement

LBWCX vs VIVAX

LBWCX vs VIVAX Comparison Chart in %
View a ticker or compare two or three
VS
LBWCX vs. VIVAX commentary
Aug 23, 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 Hold and VIVAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 256B vs. LBWCX (122M). VIVAX pays higher dividends than LBWCX: VIVAX (1.74) vs LBWCX (0.71). 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 : 25.13 vs. LBWCX (14.54). VIVAX return over 5 years is better than : 61.65 vs. LBWCX (16.17).
LBWCXVIVAXLBWCX / VIVAX
Total Expense Ratio1.910.171,124%
Annual Report Gross Expense Ratio2.000.171,176%
Fund Existence16 years34 years-
Gain YTD19.20318.503104%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets122M256B0%
Annual Yield % from dividends0.711.7441%
Returns for 1 year14.5425.1358%
Returns for 3 years42.6460.5670%
Returns for 5 years16.1761.6526%
Returns for 10 years41.99157.7127%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SAGYX137.451.60
+1.18%
ClearBridge Growth I
BOSVX23.010.19
+0.83%
Bridgeway Omni Small-Cap Value N
GMYPX19.770.10
+0.51%
Goldman Sachs Large Cap Value P
IENRX13.510.04
+0.30%
Nomura Climate Solutions R6
PACLX38.050.05
+0.13%
T. Rowe Price Capital Appreciation Adv