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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.67
Change-$0.21 (-0.88%)
VolumeN/A
Net Assets359.37M
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX commentary
Dec 14, 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 SMDLX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SMDLX (359M). SMDLX pays higher dividends than VIVAX: SMDLX (2.59) vs VIVAX (1.93). SMDLX was incepted earlier than VIVAX: SMDLX (25 years) vs VIVAX (33 years). SMDLX (2.15) is less costly to investors than VIVAX (0.17). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). SMDLX has a lower initial minimum investment than VIVAX: SMDLX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. SMDLX (2.07). SMDLX (65.27) and VIVAX (63.66) have equivalent 5 years return.
| SMDLX | VIVAX | SMDLX / VIVAX | |
| Total Expense Ratio | 2.15 | 0.17 | 1,265% |
| Annual Report Gross Expense Ratio | 2.15 | 0.17 | 1,265% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 4.541 | 14.146 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 216B | 0% |
| Annual Yield % from dividends | 2.59 | 1.93 | 135% |
| Returns for 1 year | 2.07 | 10.16 | 20% |
| Returns for 3 years | 43.73 | 34.53 | 127% |
| Returns for 5 years | 65.27 | 63.66 | 103% |
| Returns for 10 years | 125.16 | 139.88 | 89% |
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