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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$23.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets347.5M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Jun 06, 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: 189B vs. LADIX (348M). LADIX pays higher dividends than VVIAX: LADIX (3.48) vs VVIAX (2.28). LADIX was incepted earlier than VVIAX: LADIX (17 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 : 6.91 vs. LADIX (6.49). LADIX return over 5 years is better than : 76.40 vs. VVIAX (59.00).
| 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 | 17 years | 25 years | - |
| Gain YTD | -3.821 | 1.452 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 189B | 0% |
| Annual Yield % from dividends | 3.48 | 2.28 | 153% |
| Returns for 1 year | 6.49 | 6.91 | 94% |
| Returns for 3 years | 29.32 | 20.08 | 146% |
| Returns for 5 years | 76.40 | 59.00 | 129% |
| Returns for 10 years | 78.15 | 103.66 | 75% |
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