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LBWIX vs VIVAX
LBWIX vs VIVAX Comparison
Open Charts LBWIX vs VIVAX
BrandywineGLOBAL Div US Large Value I
Price$21.76
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets94.23M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LBWIX vs VIVAX Comparison Chart in %
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LBWIX vs. VIVAX 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 LBWIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBWIX (94.2M). VIVAX pays higher dividends than LBWIX: VIVAX (2.06) vs LBWIX (1.64). 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 : 9.76 vs. LBWIX (4.26). VIVAX return over 5 years is better than : 74.87 vs. LBWIX (43.17).
| 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 | 8.637 | 6.724 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 195B | 0% |
| Annual Yield % from dividends | 1.64 | 2.06 | 80% |
| Returns for 1 year | 4.26 | 9.76 | 44% |
| Returns for 3 years | 21.57 | 34.31 | 63% |
| Returns for 5 years | 43.17 | 74.87 | 58% |
| Returns for 10 years | 26.36 | 116.32 | 23% |
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