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LBWIX vs VIVIX
LBWIX vs VIVIX Comparison
Open Charts LBWIX vs VIVIX
BrandywineGLOBAL Div US Large Value I
Price$21.76
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets94.23M
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LBWIX vs VIVIX Comparison Chart in %
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LBWIX 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 LBWIX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBWIX (94.2M). VIVIX pays higher dividends than LBWIX: VIVIX (2.19) vs LBWIX (1.64). 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 : 9.75 vs. LBWIX (4.26). VIVIX return over 5 years is better than : 74.87 vs. LBWIX (43.17).
| 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 | 8.637 | 6.730 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 195B | 0% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | 4.26 | 9.75 | 44% |
| Returns for 3 years | 21.57 | 34.32 | 63% |
| Returns for 5 years | 43.17 | 74.87 | 58% |
| Returns for 10 years | 26.36 | 116.26 | 23% |
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