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LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$19.95
Change-$0.84 (-4.04%)
VolumeN/A
Net Assets89.4M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
LBWIX vs VIVIX Comparison Chart
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LBWIX vs. VIVIX commentary
Apr 04, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWIX (89.4M). 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 : 7.66 vs. LBWIX (1.67). VIVIX return over 5 years is better than : 101.66 vs. LBWIX (66.95).
| 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 | 3.794 | 2.421 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 195B | 0% |
| Annual Yield % from dividends | 1.68 | 2.27 | 74% |
| Returns for 1 year | 1.67 | 7.66 | 22% |
| Returns for 3 years | 6.24 | 17.34 | 36% |
| Returns for 5 years | 66.95 | 101.66 | 66% |
| Returns for 10 years | 21.98 | 106.83 | 21% |
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