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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$19.62
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets85.9M
Vanguard Value Index I
Price$64.30
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
LBWIX vs VIVAX Comparison Chart
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LBWIX vs. VIVAX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LBWIX (85.9M). VIVAX pays higher dividends than LBWIX: VIVAX (2.14) vs LBWIX (1.68). LBWIX was incepted earlier than VIVAX: LBWIX (15 years) vs VIVAX (33 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 : 4.42 vs. LBWIX (-1.54). VIVAX return over 5 years is better than : 71.28 vs. LBWIX (41.21).
| 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 | 33 years | - |
| Gain YTD | -2.047 | -2.639 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 191B | 0% |
| Annual Yield % from dividends | 1.68 | 2.14 | 78% |
| Returns for 1 year | -1.54 | 4.42 | -35% |
| Returns for 3 years | 3.47 | 15.65 | 22% |
| Returns for 5 years | 41.21 | 71.28 | 58% |
| Returns for 10 years | 12.61 | 92.80 | 14% |
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