Correlation
The correlation between CFLGX and VDADX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
CFLGX vs. VDADX
Compare and contrast key facts about ClearBridge Tactical Dividend Income Fund (CFLGX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
CFLGX is managed by Franklin Templeton. It was launched on Oct 19, 1990. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFLGX or VDADX.
Performance
CFLGX vs. VDADX - Performance Comparison
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Key characteristics
CFLGX:
0.44
VDADX:
0.81
CFLGX:
0.63
VDADX:
1.17
CFLGX:
1.09
VDADX:
1.16
CFLGX:
0.36
VDADX:
0.80
CFLGX:
1.27
VDADX:
3.24
CFLGX:
4.87%
VDADX:
3.67%
CFLGX:
15.79%
VDADX:
15.97%
CFLGX:
-61.29%
VDADX:
-31.70%
CFLGX:
-8.13%
VDADX:
-2.97%
Returns By Period
In the year-to-date period, CFLGX achieves a -4.44% return, which is significantly lower than VDADX's 1.67% return. Over the past 10 years, CFLGX has underperformed VDADX with an annualized return of 6.67%, while VDADX has yielded a comparatively higher 11.49% annualized return.
CFLGX
-4.44%
2.13%
-8.13%
6.90%
8.57%
12.72%
6.67%
VDADX
1.67%
3.68%
-2.26%
12.92%
10.95%
13.07%
11.49%
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CFLGX vs. VDADX - Expense Ratio Comparison
CFLGX has a 1.44% expense ratio, which is higher than VDADX's 0.08% expense ratio.
Risk-Adjusted Performance
CFLGX vs. VDADX — Risk-Adjusted Performance Rank
CFLGX
VDADX
CFLGX vs. VDADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Tactical Dividend Income Fund (CFLGX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CFLGX vs. VDADX - Dividend Comparison
CFLGX's dividend yield for the trailing twelve months is around 3.29%, more than VDADX's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFLGX ClearBridge Tactical Dividend Income Fund | 3.29% | 3.14% | 3.61% | 4.15% | 3.61% | 4.48% | 4.17% | 5.20% | 4.89% | 5.15% | 6.14% | 6.00% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.77% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
CFLGX vs. VDADX - Drawdown Comparison
The maximum CFLGX drawdown since its inception was -61.29%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for CFLGX and VDADX.
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Volatility
CFLGX vs. VDADX - Volatility Comparison
The current volatility for ClearBridge Tactical Dividend Income Fund (CFLGX) is 3.67%, while Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a volatility of 4.47%. This indicates that CFLGX experiences smaller price fluctuations and is considered to be less risky than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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