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LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$21.38
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets92.94M
Vanguard Value Index I
Price$69.55
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
LBWIX vs VIVIX Comparison Chart in %
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LBWIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWIX (92.9M). VIVIX pays higher dividends than LBWIX: VIVIX (2.19) vs LBWIX (1.64). LBWIX was incepted earlier than VIVIX: LBWIX (15 years) vs VIVIX (27 years). LBWIX (0.88) is less costly to investors than VIVIX (0.04). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). 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 : 9.91 vs. LBWIX (5.44). VIVIX return over 5 years is better than : 79.51 vs. LBWIX (46.12).
| LBWIX | VIVIX | LBWIX / VIVIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.589 | 6.033 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.9M | 195B | 0% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | 5.44 | 9.91 | 55% |
| Returns for 3 years | 23.27 | 36.59 | 64% |
| Returns for 5 years | 46.12 | 79.51 | 58% |
| Returns for 10 years | 23.56 | 111.54 | 21% |
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