Ad is loading...
LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$20.82
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets213.35M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LBWIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. VIVIX commentary
Jan 19, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBWIX (213M). VIVIX pays higher dividends than LBWIX: VIVIX (2.37) vs LBWIX (1.62). LBWIX was incepted earlier than VIVIX: LBWIX (14 years) vs VIVIX (27 years). LBWIX is a more actively managed with annual turnover of: 58.00 vs. VIVIX (10.00). LBWIX has a lower initial minimum investment than VIVIX: LBWIX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. LBWIX (14.24). VIVIX return over 5 years is better than : 44.19 vs. LBWIX (16.15).
| LBWIX | VIVIX | LBWIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 3.944 | 3.211 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 184B | 0% |
| Annual Yield % from dividends | 1.62 | 2.37 | 69% |
| Returns for 1 year | 14.24 | 18.21 | 78% |
| Returns for 3 years | 5.83 | 18.46 | 32% |
| Returns for 5 years | 16.15 | 44.19 | 37% |
| Returns for 10 years | 25.26 | 111.13 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...