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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.17
Change-$0.32 (-1.36%)
VolumeN/A
Net Assets356.12M
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX commentary
Nov 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SMDLX (356M). SMDLX pays higher dividends than VIVAX: SMDLX (2.63) vs VIVAX (1.98). 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 : 6.68 vs. SMDLX (2.28). SMDLX return over 5 years is better than : 71.28 vs. VIVAX (66.34).
| 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 | 2.833 | 11.965 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 208B | 0% |
| Annual Yield % from dividends | 2.63 | 1.98 | 133% |
| Returns for 1 year | 2.28 | 6.68 | 34% |
| Returns for 3 years | 39.09 | 33.49 | 117% |
| Returns for 5 years | 71.28 | 66.34 | 107% |
| Returns for 10 years | 109.63 | 135.00 | 81% |
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