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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$20.98
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LBWIX vs VIVAX Comparison Chart
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LBWIX vs. VIVAX commentary
Feb 24, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LBWIX (214M). 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). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. LBWIX (9.33). VIVAX return over 5 years is better than : 47.22 vs. LBWIX (19.24).
| 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 | 4.743 | 4.148 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 193B | 0% |
| Annual Yield % from dividends | 1.62 | 2.25 | 72% |
| Returns for 1 year | 9.33 | 13.43 | 69% |
| Returns for 3 years | 10.42 | 23.92 | 44% |
| Returns for 5 years | 19.24 | 47.22 | 41% |
| Returns for 10 years | 20.60 | 105.56 | 20% |
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