Interact to see
Advertisement
Advertisement
SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.17
Change-$0.32 (-1.36%)
VolumeN/A
Net Assets356.12M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SMDLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMDLX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SMDLX (356M). SMDLX pays higher dividends than VVIAX: SMDLX (2.63) vs VVIAX (2.09). 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 : 5.48 vs. SMDLX (2.28). SMDLX return over 5 years is better than : 71.28 vs. VVIAX (64.69).
| 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 | 2.833 | 10.852 | 26% |
| 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 | 2.09 | 126% |
| Returns for 1 year | 2.28 | 5.48 | 42% |
| Returns for 3 years | 39.09 | 32.94 | 119% |
| Returns for 5 years | 71.28 | 64.69 | 110% |
| Returns for 10 years | 109.63 | 128.99 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers