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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.11
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets361.4M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX 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 SMDLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SMDLX (361M). SMDLX pays higher dividends than VIVAX: SMDLX (2.70) vs VIVAX (2.06). 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 : 12.04 vs. SMDLX (8.06). SMDLX return over 5 years is better than : 84.78 vs. VIVAX (80.14).
| 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 | 0.537 | 6.209 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 189B | 0% |
| Annual Yield % from dividends | 2.70 | 2.06 | 131% |
| Returns for 1 year | 8.06 | 12.04 | 67% |
| Returns for 3 years | 43.58 | 35.16 | 124% |
| Returns for 5 years | 84.78 | 80.14 | 106% |
| Returns for 10 years | 78.91 | 115.74 | 68% |