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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.80
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets346.5M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
LADIX vs VVIAX Comparison Chart in %
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LADIX vs. VVIAX commentary
Nov 20, 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 LADIX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LADIX (347M). LADIX pays higher dividends than VVIAX: LADIX (3.28) vs VVIAX (2.09). LADIX was incepted earlier than VVIAX: LADIX (18 years) vs VVIAX (25 years). LADIX (1.17) is less costly to investors than VVIAX (0.05). LADIX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LADIX: VVIAX (3000) vs LADIX (1000000). VVIAX annual gain was more profitable for investors over the last year : 5.07 vs. LADIX (0.27). LADIX return over 5 years is better than : 73.69 vs. VVIAX (62.97).
| LADIX | VVIAX | LADIX / VVIAX | |
| Total Expense Ratio | 1.17 | 0.05 | 2,340% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.121 | 9.352 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 208B | 0% |
| Annual Yield % from dividends | 3.28 | 2.09 | 157% |
| Returns for 1 year | 0.27 | 5.07 | 5% |
| Returns for 3 years | 41.61 | 30.25 | 138% |
| Returns for 5 years | 73.69 | 62.97 | 117% |
| Returns for 10 years | 120.00 | 123.10 | 97% |
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