Ad is loading...
LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.96
Change-$0.80 (-3.11%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LADIX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LADIX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LADIX (382M). 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 : 23.42 vs. VVIAX (16.45). LADIX return over 5 years is better than : 68.39 vs. VVIAX (44.62).
| 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 | 22.098 | 16.051 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 195B | 0% |
| Annual Yield % from dividends | 3.58 | 2.36 | 152% |
| Returns for 1 year | 23.42 | 16.45 | 142% |
| Returns for 3 years | 35.42 | 20.49 | 173% |
| Returns for 5 years | 68.39 | 44.62 | 153% |
| Returns for 10 years | 86.24 | 104.84 | 82% |
View a ticker or compare two or three
VS
VS
Ad is loading...