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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.11
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets361.4M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX commentary
Jul 07, 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: 189B vs. SMDLX (361M). SMDLX pays higher dividends than VVIAX: SMDLX (2.70) vs VVIAX (2.18). 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 : 12.03 vs. SMDLX (8.06). SMDLX return over 5 years is better than : 84.78 vs. VVIAX (80.13).
| 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 | 0.537 | 6.198 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 189B | 0% |
| Annual Yield % from dividends | 2.70 | 2.18 | 124% |
| Returns for 1 year | 8.06 | 12.03 | 67% |
| Returns for 3 years | 43.58 | 35.17 | 124% |
| Returns for 5 years | 84.78 | 80.13 | 106% |
| Returns for 10 years | 78.91 | 115.67 | 68% |
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