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LBWAX vs VIVIX
LBWAX vs VIVIX Comparison
Open Charts LBWAX vs VIVIX
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.
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).
| LBWAX | VIVIX | LBWAX / VIVIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.696 | 6.215 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 189B | 0% |
| Annual Yield % from dividends | 1.43 | 2.19 | 65% |
| Returns for 1 year | 7.27 | 12.05 | 60% |
| Returns for 3 years | 21.30 | 35.17 | 61% |
| Returns for 5 years | 44.51 | 80.14 | 56% |
| Returns for 10 years | 23.36 | 115.68 | 20% |
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