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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LADIX (374M). LADIX pays higher dividends than VVIAX: LADIX (3.58) vs VVIAX (2.36). LADIX was incepted earlier than VVIAX: LADIX (16 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 : 28.44 vs. VVIAX (24.02). LADIX return over 5 years is better than : 69.68 vs. VVIAX (55.46).
| LADIX | VVIAX | LADIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 17.383 | 16.303 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 183B | 0% |
| Annual Yield % from dividends | 3.58 | 2.36 | 152% |
| Returns for 1 year | 28.44 | 24.02 | 118% |
| Returns for 3 years | 37.42 | 28.29 | 132% |
| Returns for 5 years | 69.68 | 55.46 | 126% |
| Returns for 10 years | 77.70 | 114.04 | 68% |