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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$20.48
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets88.46M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LBWIX vs VIVAX Comparison Chart
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LBWIX vs. VIVAX commentary
Jun 16, 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 LBWIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LBWIX (88.5M). VIVAX pays higher dividends than LBWIX: VIVAX (2.16) vs LBWIX (1.70). LBWIX was incepted earlier than VIVAX: LBWIX (15 years) vs VIVAX (33 years). LBWIX (0.88) is less costly to investors than VIVAX (0.17). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LBWIX: VIVAX (3000) vs LBWIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. LBWIX (3.03). VIVAX return over 5 years is better than : 72.56 vs. LBWIX (39.04).
| LBWIX | VIVAX | LBWIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 2.247 | 2.419 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 189B | 0% |
| Annual Yield % from dividends | 1.70 | 2.16 | 79% |
| Returns for 1 year | 3.03 | 8.01 | 38% |
| Returns for 3 years | 17.02 | 32.20 | 53% |
| Returns for 5 years | 39.04 | 72.56 | 54% |
| Returns for 10 years | 17.19 | 103.54 | 17% |
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