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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.25
Change-$0.10 (-0.43%)
VolumeN/A
Net Assets361.72M
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX commentary
Jul 29, 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: 195B vs. SMDLX (362M). 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 : 7.77 vs. SMDLX (7.35). SMDLX return over 5 years is better than : 80.85 vs. VIVAX (72.24).
| 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 | 1.146 | 6.209 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 195B | 0% |
| Annual Yield % from dividends | 2.70 | 2.06 | 131% |
| Returns for 1 year | 7.35 | 7.77 | 95% |
| Returns for 3 years | 35.63 | 29.96 | 119% |
| Returns for 5 years | 80.85 | 72.24 | 112% |
| Returns for 10 years | 82.52 | 114.09 | 72% |
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