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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.19
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets350.36M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LADIX vs VVIAX Comparison Chart
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LADIX vs. VVIAX commentary
Jun 16, 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 (350M). 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 : 8.01 vs. LADIX (6.90). LADIX return over 5 years is better than : 88.56 vs. VVIAX (72.56).
| 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 | -2.695 | 2.436 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 189B | 0% |
| Annual Yield % from dividends | 3.48 | 2.28 | 153% |
| Returns for 1 year | 6.90 | 8.01 | 86% |
| Returns for 3 years | 43.47 | 32.19 | 135% |
| Returns for 5 years | 88.56 | 72.56 | 122% |
| Returns for 10 years | 79.76 | 103.54 | 77% |
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