Interact to see
Advertisement
Advertisement
LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$21.59
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets93.34M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LBISX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. VIVIX commentary
Jul 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LBISX (93.3M). VIVIX pays higher dividends than LBISX: VIVIX (2.19) vs LBISX (1.80). LBISX was incepted earlier than VIVIX: LBISX (15 years) vs VIVIX (27 years). LBISX (0.76) is less costly to investors than VIVIX (0.04). LBISX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). LBISX has a lower initial minimum investment than VIVIX: LBISX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LBISX (7.67). VIVIX return over 5 years is better than : 80.14 vs. LBISX (47.39).
| LBISX | VIVIX | LBISX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.896 | 6.215 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 189B | 0% |
| Annual Yield % from dividends | 1.80 | 2.19 | 82% |
| Returns for 1 year | 7.67 | 12.05 | 64% |
| Returns for 3 years | 22.69 | 35.17 | 65% |
| Returns for 5 years | 47.39 | 80.14 | 59% |
| Returns for 10 years | 26.73 | 115.68 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers