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LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$19.62
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets85.9M
Vanguard Value Index I
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
LBWIX vs VIVIX Comparison Chart
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LBWIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LBWIX (85.9M). VIVIX pays higher dividends than LBWIX: VIVIX (2.27) vs LBWIX (1.68). 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 (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 : 4.43 vs. LBWIX (-1.54). VIVIX return over 5 years is better than : 71.29 vs. LBWIX (41.21).
| 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 | -2.047 | -2.623 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 191B | 0% |
| Annual Yield % from dividends | 1.68 | 2.27 | 74% |
| Returns for 1 year | -1.54 | 4.43 | -35% |
| Returns for 3 years | 3.47 | 15.65 | 22% |
| Returns for 5 years | 41.21 | 71.29 | 58% |
| Returns for 10 years | 12.61 | 92.76 | 14% |
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