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SMDLX vs VIVIX
SMDLX vs VIVIX Comparison
Open Charts SMDLX vs VIVIX
ClearBridge Tactical Dividend Income C
Price$23.78
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets358.5M
Vanguard Value Index I
Price$77.10
Change+$0.40 (+0.52%)
VolumeN/A
Net Assets217.68B
SMDLX vs VIVIX Comparison Chart in %
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SMDLX vs. VIVIX commentary
Jan 15, 2026
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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. SMDLX (359M). SMDLX pays higher dividends than VIVIX: SMDLX (2.53) vs VIVIX (2.04). SMDLX was incepted earlier than VIVIX: SMDLX (25 years) vs VIVIX (28 years). SMDLX (2.15) is less costly to investors than VIVIX (0.04). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VIVIX (9.00). SMDLX has a lower initial minimum investment than VIVIX: SMDLX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.99 vs. SMDLX (5.27). VIVIX (62.11) and SMDLX (60.19) have equivalent 5 years return.
| SMDLX | VIVIX | SMDLX / VIVIX | |
| Total Expense Ratio | 2.15 | 0.04 | 5,375% |
| Annual Report Gross Expense Ratio | 2.15 | 0.04 | 5,375% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.677 | 3.476 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 218B | 0% |
| Annual Yield % from dividends | 2.53 | 2.04 | 124% |
| Returns for 1 year | 5.27 | 15.99 | 33% |
| Returns for 3 years | 40.72 | 37.10 | 110% |
| Returns for 5 years | 60.19 | 62.11 | 97% |
| Returns for 10 years | 136.39 | 163.58 | 83% |
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