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LADIX vs VVIAX
LADIX vs VVIAX Comparison
Open Charts LADIX vs VVIAX
ClearBridge Tactical Dividend Income I
Price$24.91
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets361.4M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LADIX vs VVIAX Comparison Chart in %
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LADIX vs. VVIAX commentary
Jul 07, 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 (361M). LADIX pays higher dividends than VVIAX: LADIX (3.36) vs VVIAX (2.18). 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 : 12.03 vs. LADIX (9.10). LADIX return over 5 years is better than : 94.01 vs. VVIAX (80.13).
| 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 | 1.035 | 6.198 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 189B | 0% |
| Annual Yield % from dividends | 3.36 | 2.18 | 154% |
| Returns for 1 year | 9.10 | 12.03 | 76% |
| Returns for 3 years | 47.84 | 35.17 | 136% |
| Returns for 5 years | 94.01 | 80.13 | 117% |
| Returns for 10 years | 94.58 | 115.67 | 82% |
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