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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$21.38
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets92.94M
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
LBWIX vs VIVAX Comparison Chart in %
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LBWIX vs. VIVAX commentary
Jul 12, 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: 195B vs. LBWIX (92.9M). VIVAX pays higher dividends than LBWIX: VIVAX (2.06) vs LBWIX (1.64). 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 (9.00). 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 : 9.92 vs. LBWIX (5.44). VIVAX return over 5 years is better than : 79.51 vs. LBWIX (46.12).
| 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 | 7.589 | 6.027 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.9M | 195B | 0% |
| Annual Yield % from dividends | 1.64 | 2.06 | 80% |
| Returns for 1 year | 5.44 | 9.92 | 55% |
| Returns for 3 years | 23.27 | 36.58 | 64% |
| Returns for 5 years | 46.12 | 79.51 | 58% |
| Returns for 10 years | 23.56 | 111.54 | 21% |
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