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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$20.47
Change-$0.21 (-1.02%)
VolumeN/A
Net Assets88.46M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LBISX vs VIVAX Comparison Chart
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LBISX vs. VIVAX commentary
Jun 16, 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 LBISX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LBISX (88.5M). VIVAX pays higher dividends than LBISX: VIVAX (2.16) vs LBISX (1.86). LBISX was incepted earlier than VIVAX: LBISX (15 years) vs VIVAX (33 years). LBISX (0.76) is less costly to investors than VIVAX (0.17). LBISX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LBISX: VIVAX (3000) vs LBISX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. LBISX (3.09). VIVAX return over 5 years is better than : 72.56 vs. LBISX (39.74).
| LBISX | VIVAX | LBISX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 2.299 | 2.419 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 189B | 0% |
| Annual Yield % from dividends | 1.86 | 2.16 | 86% |
| Returns for 1 year | 3.09 | 8.01 | 39% |
| Returns for 3 years | 17.33 | 32.20 | 54% |
| Returns for 5 years | 39.74 | 72.56 | 55% |
| Returns for 10 years | 18.10 | 103.54 | 17% |
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