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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$25.18
Change-$0.10 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LADIX (375M). LADIX pays higher dividends than VVIAX: LADIX (3.58) vs VVIAX (2.36). LADIX was incepted earlier than VVIAX: LADIX (17 years) vs VVIAX (24 years). LADIX is a more actively managed with annual turnover of: 57.00 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 : 27.67 vs. VVIAX (25.54). LADIX return over 5 years is better than : 69.75 vs. VVIAX (50.78).
| LADIX | VVIAX | LADIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 19.349 | 17.922 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 184B | 0% |
| Annual Yield % from dividends | 3.58 | 2.36 | 152% |
| Returns for 1 year | 27.67 | 25.54 | 108% |
| Returns for 3 years | 29.12 | 21.55 | 135% |
| Returns for 5 years | 69.75 | 50.78 | 137% |
| Returns for 10 years | 77.31 | 110.49 | 70% |