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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.49
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets351.54M
Vanguard Value Index I
Price$73.84
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX commentary
Nov 27, 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 VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SMDLX (352M). SMDLX pays higher dividends than VIVAX: SMDLX (2.63) vs VIVAX (1.98). SMDLX was incepted earlier than VIVAX: SMDLX (25 years) vs VIVAX (33 years). SMDLX (2.15) is less costly to investors than VIVAX (0.17). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). SMDLX has a lower initial minimum investment than VIVAX: SMDLX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 3.78 vs. SMDLX (-1.52). SMDLX (64.13) and VIVAX (61.33) have equivalent 5 years return.
| SMDLX | VIVAX | SMDLX / VIVAX | |
| Total Expense Ratio | 2.15 | 0.17 | 1,265% |
| Annual Report Gross Expense Ratio | 2.15 | 0.17 | 1,265% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 1.914 | 11.132 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 208B | 0% |
| Annual Yield % from dividends | 2.63 | 1.98 | 133% |
| Returns for 1 year | -1.52 | 3.78 | -40% |
| Returns for 3 years | 38.07 | 29.87 | 127% |
| Returns for 5 years | 64.13 | 61.33 | 105% |
| Returns for 10 years | 104.12 | 126.64 | 82% |
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