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LBISX vs VIVAX
LBISX vs VIVAX Comparison
Open Charts LBISX vs VIVAX
BrandywineGLOBAL Div US Large Value IS
Price$21.88
Change-$0.46 (-2.06%)
VolumeN/A
Net Assets101.29M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
LBISX vs VIVAX Comparison Chart in %
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LBISX vs. VIVAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. LBISX (101M). LBISX pays higher dividends than VIVAX: LBISX (2.06) vs VIVAX (1.84). 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 : 15.07 vs. LBISX (6.37). VIVAX return over 5 years is better than : 66.25 vs. LBISX (24.69).
| 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 | 5.395 | 5.998 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 218B | 0% |
| Annual Yield % from dividends | 2.06 | 1.84 | 112% |
| Returns for 1 year | 6.37 | 15.07 | 42% |
| Returns for 3 years | 25.39 | 41.03 | 62% |
| Returns for 5 years | 24.69 | 66.25 | 37% |
| Returns for 10 years | 58.24 | 167.20 | 35% |
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