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LBISX vs VIVIX
LBISX vs VIVIX Comparison
Open Charts LBISX vs VIVIX
BrandywineGLOBAL Div US Large Value IS
Price$22.21
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets97.19M
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LBISX vs VIVIX Comparison Chart in %
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LBISX vs. VIVIX commentary
Sep 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: 203B vs. LBISX (97.2M). VIVIX pays higher dividends than LBISX: VIVIX (2.11) vs LBISX (1.72). 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 : 7.74 vs. LBISX (4.22). VIVIX return over 5 years is better than : 70.16 vs. LBISX (42.47).
| 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 | 10.994 | 7.866 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 203B | 0% |
| Annual Yield % from dividends | 1.72 | 2.11 | 81% |
| Returns for 1 year | 4.22 | 7.74 | 55% |
| Returns for 3 years | 24.87 | 36.61 | 68% |
| Returns for 5 years | 42.47 | 70.16 | 61% |
| Returns for 10 years | 38.60 | 131.61 | 29% |
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