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LBWAX vs VIVAX
LBWAX vs VIVAX Comparison
Open Charts LBWAX vs VIVAX
BrandywineGLOBAL Div US Large Value A
Price$21.78
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
LBWAX vs VIVAX Comparison Chart in %
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LBWAX vs. VIVAX commentary
Aug 18, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LBWAX (94.8M). VIVAX pays higher dividends than LBWAX: VIVAX (2.06) vs LBWAX (1.42). 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 : 7.90 vs. LBWAX (3.78). VIVAX return over 5 years is better than : 68.56 vs. LBWAX (36.90).
| 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 | 8.846 | 6.512 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 196B | 0% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | 3.78 | 7.90 | 48% |
| Returns for 3 years | 13.21 | 25.93 | 51% |
| Returns for 5 years | 36.90 | 68.56 | 54% |
| Returns for 10 years | 23.92 | 114.64 | 21% |
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