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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.42
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets359.2M
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Apr 04, 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: 195B vs. LADIX (359M). LADIX pays higher dividends than VVIAX: LADIX (3.41) vs VVIAX (2.26). LADIX was incepted earlier than VVIAX: LADIX (17 years) vs VVIAX (24 years). LADIX (1.16) is less costly to investors than VVIAX (0.05). LADIX is a more actively managed with annual turnover of: 59.00 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 : 10.27 vs. VVIAX (7.07). LADIX return over 5 years is better than : 134.60 vs. VVIAX (100.53).
| LADIX | VVIAX | LADIX / VVIAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -2.333 | 1.830 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 195B | 0% |
| Annual Yield % from dividends | 3.41 | 2.26 | 151% |
| Returns for 1 year | 10.27 | 7.07 | 145% |
| Returns for 3 years | 26.04 | 16.40 | 159% |
| Returns for 5 years | 134.60 | 100.53 | 134% |
| Returns for 10 years | 79.30 | 107.06 | 74% |