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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.28
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets354.4M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SMDLX (354M). SMDLX pays higher dividends than VVIAX: SMDLX (2.62) vs VVIAX (2.08). 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 : 4.64 vs. SMDLX (1.75). SMDLX (73.97) and VVIAX (71.80) 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 | 1.914 | 9.746 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 208B | 0% |
| Annual Yield % from dividends | 2.62 | 2.08 | 126% |
| Returns for 1 year | 1.75 | 4.64 | 38% |
| Returns for 3 years | 49.40 | 43.00 | 115% |
| Returns for 5 years | 73.97 | 71.80 | 103% |
| Returns for 10 years | 99.71 | 129.42 | 77% |
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