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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$21.71
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets94.23M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LBWAX vs VIVAX Comparison Chart in %
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LBWAX vs. VIVAX commentary
Jul 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 LBWAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWAX (94.2M). VIVAX pays higher dividends than LBWAX: VIVAX (2.06) vs LBWAX (1.43). LBWAX was incepted earlier than VIVAX: LBWAX (15 years) vs VIVAX (33 years). LBWAX (1.16) is less costly to investors than VIVAX (0.17). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (9.00). LBWAX has a lower initial minimum investment than VIVAX: LBWAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. LBWAX (3.99). VIVAX return over 5 years is better than : 74.87 vs. LBWAX (41.09).
| LBWAX | VIVAX | LBWAX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 8.496 | 6.724 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 195B | 0% |
| Annual Yield % from dividends | 1.43 | 2.06 | 69% |
| Returns for 1 year | 3.99 | 9.76 | 41% |
| Returns for 3 years | 20.58 | 34.31 | 60% |
| Returns for 5 years | 41.09 | 74.87 | 55% |
| Returns for 10 years | 23.96 | 116.32 | 21% |
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