Ad is loading...
LBWCX vs VIVIX
LBWCX vs VIVIX Comparison
Open Charts LBWCX vs VIVIX
BrandywineGLOBAL Div US Large Value C
Price$20.72
Change-$0.26 (-1.24%)
VolumeN/A
Net Assets213.64M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LBWCX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWCX vs. VIVIX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LBWCX (214M). 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 : 13.44 vs. LBWCX (8.11). VIVIX return over 5 years is better than : 47.20 vs. LBWCX (13.96).
| 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 | 4.594 | 4.165 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 193B | 0% |
| Annual Yield % from dividends | 0.39 | 2.37 | 17% |
| Returns for 1 year | 8.11 | 13.44 | 60% |
| Returns for 3 years | 6.79 | 23.92 | 28% |
| Returns for 5 years | 13.96 | 47.20 | 30% |
| Returns for 10 years | 11.71 | 105.52 | 11% |