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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.78
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets358.5M
Vanguard Value Index Adm
Price$77.11
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets217.68B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SMDLX (359M). SMDLX pays higher dividends than VVIAX: SMDLX (2.53) vs VVIAX (2.04). SMDLX was incepted earlier than VVIAX: SMDLX (25 years) vs VVIAX (25 years). SMDLX (2.15) is less costly to investors than VVIAX (0.05). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (9.00). SMDLX has a lower initial minimum investment than VVIAX: SMDLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.00 vs. SMDLX (5.27). VVIAX (62.13) and SMDLX (60.19) have equivalent 5 years return.
| SMDLX | VVIAX | SMDLX / VVIAX | |
| Total Expense Ratio | 2.15 | 0.05 | 4,300% |
| Annual Report Gross Expense Ratio | 2.15 | 0.05 | 4,300% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 2.677 | 3.489 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| 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 | 16.00 | 33% |
| Returns for 3 years | 40.72 | 37.12 | 110% |
| Returns for 5 years | 60.19 | 62.13 | 97% |
| Returns for 10 years | 136.39 | 163.61 | 83% |
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