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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$23.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
LBWIX vs VIVAX Comparison Chart
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LBWIX vs. VIVAX commentary
Nov 18, 2024
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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBWIX (216M). VIVAX pays higher dividends than LBWIX: VIVAX (2.25) vs LBWIX (1.62). LBWIX was incepted earlier than VIVAX: LBWIX (14 years) vs VIVAX (32 years). LBWIX is a more actively managed with annual turnover of: 58.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LBWIX: VIVAX (3000) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 33.50 vs. VIVAX (25.55). VIVAX return over 5 years is better than : 50.81 vs. LBWIX (21.47).
| LBWIX | VIVAX | LBWIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 23.891 | 17.912 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 184B | 0% |
| Annual Yield % from dividends | 1.62 | 2.25 | 72% |
| Returns for 1 year | 33.50 | 25.55 | 131% |
| Returns for 3 years | 4.98 | 21.58 | 23% |
| Returns for 5 years | 21.47 | 50.81 | 42% |
| Returns for 10 years | 22.46 | 110.46 | 20% |
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