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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$25.58
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets380.81M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Jan 19, 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: 184B vs. LADIX (381M). 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 : 23.66 vs. VVIAX (18.18). LADIX return over 5 years is better than : 62.43 vs. VVIAX (44.18).
| 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 | 2.034 | 3.195 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 184B | 0% |
| Annual Yield % from dividends | 3.58 | 2.36 | 152% |
| Returns for 1 year | 23.66 | 18.18 | 130% |
| Returns for 3 years | 33.79 | 18.46 | 183% |
| Returns for 5 years | 62.43 | 44.18 | 141% |
| Returns for 10 years | 88.70 | 111.13 | 80% |
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