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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$22.94
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets334.12M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Apr 25, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. LADIX (334M). LADIX pays higher dividends than VVIAX: LADIX (3.41) vs VVIAX (2.26). LADIX was incepted earlier than VVIAX: LADIX (17 years) vs VVIAX (24 years). LADIX (1.16) is less costly to investors than VVIAX (0.05). LADIX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LADIX: VVIAX (3000) vs LADIX (1000000). LADIX annual gain was more profitable for investors over the last year : 5.59 vs. VVIAX (2.69). LADIX return over 5 years is better than : 92.01 vs. VVIAX (68.73).
| LADIX | VVIAX | LADIX / VVIAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -8.286 | -4.092 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 191B | 0% |
| Annual Yield % from dividends | 3.41 | 2.26 | 151% |
| Returns for 1 year | 5.59 | 2.69 | 208% |
| Returns for 3 years | 23.26 | 11.95 | 195% |
| Returns for 5 years | 92.01 | 68.73 | 134% |
| Returns for 10 years | 65.02 | 90.34 | 72% |
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