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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$20.60
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets88.23M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LBWIX vs VIVAX Comparison Chart
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LBWIX vs. VIVAX commentary
Jun 07, 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: 189B vs. LBWIX (88.2M). VIVAX pays higher dividends than LBWIX: VIVAX (2.16) vs LBWIX (1.70). 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 : 6.81 vs. LBWIX (1.52). VIVAX return over 5 years is better than : 58.70 vs. LBWIX (27.97).
| 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 | 1.797 | 1.238 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 189B | 0% |
| Annual Yield % from dividends | 1.70 | 2.16 | 79% |
| Returns for 1 year | 1.52 | 6.81 | 22% |
| Returns for 3 years | 5.99 | 18.51 | 32% |
| Returns for 5 years | 27.97 | 58.70 | 48% |
| Returns for 10 years | 17.86 | 102.90 | 17% |
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