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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$22.67
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets359.2M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
SMDLX vs VIVAX Comparison Chart
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SMDLX vs. VIVAX commentary
Apr 04, 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 VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SMDLX (359M). SMDLX pays higher dividends than VIVAX: SMDLX (2.74) vs VIVAX (2.14). SMDLX was incepted earlier than VIVAX: SMDLX (25 years) vs VIVAX (32 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 (10.00). SMDLX has a lower initial minimum investment than VIVAX: SMDLX (1000) vs VIVAX (3000). SMDLX annual gain was more profitable for investors over the last year : 9.21 vs. VIVAX (7.07). SMDLX return over 5 years is better than : 123.45 vs. VIVAX (100.53).
| 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 | 32 years | - |
| Gain YTD | -2.581 | 1.843 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 195B | 0% |
| Annual Yield % from dividends | 2.74 | 2.14 | 128% |
| Returns for 1 year | 9.21 | 7.07 | 130% |
| Returns for 3 years | 22.45 | 16.40 | 137% |
| Returns for 5 years | 123.45 | 100.53 | 123% |
| Returns for 10 years | 64.97 | 107.12 | 61% |