Ad is loading...
LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$19.95
Change-$0.84 (-4.04%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LBWIX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. VIVAX commentary
Apr 04, 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 LBWIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWIX (89.4M). VIVAX pays higher dividends than LBWIX: VIVAX (2.14) vs LBWIX (1.68). LBWIX was incepted earlier than VIVAX: LBWIX (15 years) vs VIVAX (32 years). LBWIX (0.88) is less costly to investors than VIVAX (0.17). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LBWIX: VIVAX (3000) vs LBWIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. LBWIX (1.67). VIVAX return over 5 years is better than : 101.66 vs. LBWIX (66.95).
| LBWIX | VIVAX | LBWIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 3.794 | 2.419 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.68 | 2.14 | 78% |
| Returns for 1 year | 1.67 | 7.66 | 22% |
| Returns for 3 years | 6.24 | 17.34 | 36% |
| Returns for 5 years | 66.95 | 101.66 | 66% |
| Returns for 10 years | 21.98 | 106.90 | 21% |
View a ticker or compare two or three
VS
VS
Ad is loading...