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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.67
Change-$0.21 (-0.88%)
VolumeN/A
Net Assets359.37M
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX commentary
Dec 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. SMDLX (359M). SMDLX pays higher dividends than VVIAX: SMDLX (2.59) 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 : 10.16 vs. SMDLX (2.07). SMDLX (65.27) and VVIAX (63.70) 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 | 4.541 | 14.171 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 216B | 0% |
| Annual Yield % from dividends | 2.59 | 2.04 | 127% |
| Returns for 1 year | 2.07 | 10.16 | 20% |
| Returns for 3 years | 43.73 | 34.53 | 127% |
| Returns for 5 years | 65.27 | 63.70 | 102% |
| Returns for 10 years | 125.16 | 139.89 | 89% |