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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$21.02
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets97.39M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
LBISX vs VIVAX Comparison Chart in %
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LBISX vs. VIVAX commentary
Dec 27, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. LBISX (97.4M). VIVAX pays higher dividends than LBISX: VIVAX (1.93) vs LBISX (1.65). 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: 57.00 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 : 12.66 vs. LBISX (3.80). VIVAX return over 5 years is better than : 64.99 vs. LBISX (23.74).
| 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 | 5.097 | 14.025 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 216B | 0% |
| Annual Yield % from dividends | 1.65 | 1.93 | 86% |
| Returns for 1 year | 3.80 | 12.66 | 30% |
| Returns for 3 years | 22.77 | 37.81 | 60% |
| Returns for 5 years | 23.74 | 64.99 | 37% |
| Returns for 10 years | 35.06 | 134.86 | 26% |