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LBWCX vs VIVIX
LBWCX vs VIVIX Comparison
Open Charts LBWCX vs VIVIX
BrandywineGLOBAL Div US Large Value C
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets215.55M
Vanguard Value Index I
Price$68.65
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
LBWCX vs VIVIX Comparison Chart
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LBWCX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBWCX (216M). VIVIX pays higher dividends than LBWCX: VIVIX (2.37) vs LBWCX (0.39). LBWCX was incepted earlier than VIVIX: LBWCX (14 years) vs VIVIX (27 years). LBWCX is a more actively managed with annual turnover of: 58.00 vs. VIVIX (10.00). LBWCX has a lower initial minimum investment than VIVIX: LBWCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 17.26 vs. LBWCX (11.92). VIVIX return over 5 years is better than : 47.20 vs. LBWCX (13.21).
| LBWCX | VIVIX | LBWCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.291 | 3.968 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 0.39 | 2.37 | 17% |
| Returns for 1 year | 11.92 | 17.26 | 69% |
| Returns for 3 years | 6.54 | 22.80 | 29% |
| Returns for 5 years | 13.21 | 47.20 | 28% |
| Returns for 10 years | 14.65 | 110.21 | 13% |