LBWAX
Price
$21.55
Change
+$0.12 (+0.56%)
Updated
Jul 3 closing price
Net Assets
93.34M
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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LBWAX vs VIVIX

Header iconLBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIXBanner chart's image
BrandywineGLOBAL Div US Large Value A
Price$21.55
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
LBWAX vs VIVIX Comparison Chart in %
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LBWAX 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 LBWAX is a Buy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LBWAX (93.3M). VIVIX pays higher dividends than LBWAX: VIVIX (2.19) vs LBWAX (1.43). LBWAX was incepted earlier than VIVIX: LBWAX (15 years) vs VIVIX (27 years). LBWAX (1.16) is less costly to investors than VIVIX (0.04). LBWAX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). LBWAX has a lower initial minimum investment than VIVIX: LBWAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LBWAX (7.27). VIVIX return over 5 years is better than : 80.14 vs. LBWAX (44.51).
LBWAXVIVIXLBWAX / VIVIX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.160.042,900%
Fund Existence15 years27 years-
Gain YTD7.6966.215124%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets93.3M189B0%
Annual Yield % from dividends1.432.1965%
Returns for 1 year7.2712.0560%
Returns for 3 years21.3035.1761%
Returns for 5 years44.5180.1456%
Returns for 10 years23.36115.6820%
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