LBWAX
Price
$21.71
Change
+$0.07 (+0.32%)
Updated
Jul 25 closing price
Net Assets
94.23M
VIVIX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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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$21.71
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets94.23M
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LBWAX vs VIVIX Comparison Chart in %
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LBWAX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWAX (94.2M). 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 : 9.75 vs. LBWAX (3.99). VIVIX return over 5 years is better than : 74.87 vs. LBWAX (41.09).
LBWAXVIVIXLBWAX / VIVIX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.160.042,900%
Fund Existence15 years27 years-
Gain YTD8.4966.730126%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.2M195B0%
Annual Yield % from dividends1.432.1965%
Returns for 1 year3.999.7541%
Returns for 3 years20.5834.3260%
Returns for 5 years41.0974.8755%
Returns for 10 years23.96116.2621%
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