Interact to see
Advertisement
Advertisement
LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$21.83
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets94.76M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LBISX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. VIVAX commentary
Aug 17, 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: 196B vs. LBISX (94.8M). VIVAX pays higher dividends than LBISX: VIVAX (2.06) vs LBISX (1.78). 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 : 7.90 vs. LBISX (4.17). VIVAX return over 5 years is better than : 68.56 vs. LBISX (39.63).
| 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 | 9.095 | 6.512 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.06 | 87% |
| Returns for 1 year | 4.17 | 7.90 | 53% |
| Returns for 3 years | 14.58 | 25.93 | 56% |
| Returns for 5 years | 39.63 | 68.56 | 58% |
| Returns for 10 years | 27.36 | 114.64 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement