Ad is loading...
DODGX vs SMDLX
DODGX vs SMDLX Comparison
Open Charts DODGX vs SMDLX
ClearBridge Tactical Dividend Income C
Price$21.69
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets340.9M
DODGX vs SMDLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SMDLX commentary
May 09, 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 DODGX is a Buy and SMDLX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. SMDLX (341M). SMDLX pays higher dividends than DODGX: SMDLX (2.86) vs DODGX (1.45). DODGX was incepted earlier than SMDLX: DODGX (60 years) vs SMDLX (25 years). SMDLX (2.15) is less costly to investors than DODGX (0.51). SMDLX is a more actively managed with annual turnover of: 59.00 vs. DODGX (15.00). SMDLX has a lower initial minimum investment than DODGX: SMDLX (1000) vs DODGX (2500). SMDLX annual gain was more profitable for investors over the last year : 4.32 vs. DODGX (1.96). SMDLX (78.96) and DODGX (75.63) have equivalent 5 years return.
| DODGX | SMDLX | DODGX / SMDLX | |
| Total Expense Ratio | 0.51 | 2.15 | 24% |
| Annual Report Gross Expense Ratio | 0.51 | 2.15 | 24% |
| Fund Existence | 60 years | 25 years | - |
| Gain YTD | 0.001 | -7.119 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 341M | 32,258% |
| Annual Yield % from dividends | 1.45 | 2.86 | 51% |
| Returns for 1 year | 1.96 | 4.32 | 45% |
| Returns for 3 years | 18.53 | 24.50 | 76% |
| Returns for 5 years | 75.63 | 78.96 | 96% |
| Returns for 10 years | 50.23 | 56.08 | 90% |