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LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$21.84
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets94.76M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LBWIX vs VIVIX Comparison Chart in %
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LBWIX vs. VIVIX commentary
Aug 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LBWIX (94.8M). VIVIX pays higher dividends than LBWIX: VIVIX (2.19) vs LBWIX (1.63). LBWIX was incepted earlier than VIVIX: LBWIX (15 years) vs VIVIX (27 years). LBWIX (0.88) is less costly to investors than VIVIX (0.04). LBWIX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). LBWIX has a lower initial minimum investment than VIVIX: LBWIX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. LBWIX (4.10). VIVIX return over 5 years is better than : 68.54 vs. LBWIX (39.00).
| LBWIX | VIVIX | LBWIX / VIVIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 9.036 | 6.533 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 196B | 0% |
| Annual Yield % from dividends | 1.63 | 2.19 | 75% |
| Returns for 1 year | 4.10 | 7.91 | 52% |
| Returns for 3 years | 14.26 | 25.93 | 55% |
| Returns for 5 years | 39.00 | 68.54 | 57% |
| Returns for 10 years | 26.37 | 114.61 | 23% |