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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$25.39
Change-$0.34 (-1.32%)
VolumeN/A
Net Assets375.29M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B 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 : 17.16 vs. VVIAX (13.46). LADIX return over 5 years is better than : 62.81 vs. VVIAX (47.22).
| 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 | 1.276 | 4.164 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 193B | 0% |
| Annual Yield % from dividends | 3.58 | 2.36 | 152% |
| Returns for 1 year | 17.16 | 13.46 | 128% |
| Returns for 3 years | 38.19 | 23.94 | 160% |
| Returns for 5 years | 62.81 | 47.22 | 133% |
| Returns for 10 years | 81.14 | 105.55 | 77% |
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