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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$22.94
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets358.27M
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
SMDLX vs VIVAX Comparison Chart in %
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SMDLX vs. VIVAX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SMDLX (358M). SMDLX pays higher dividends than VIVAX: SMDLX (2.70) vs VIVAX (2.06). 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 : 9.24 vs. SMDLX (6.06). SMDLX return over 5 years is better than : 84.29 vs. VIVAX (78.41).
| 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 | -0.203 | 5.376 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 195B | 0% |
| Annual Yield % from dividends | 2.70 | 2.06 | 131% |
| Returns for 1 year | 6.06 | 9.24 | 66% |
| Returns for 3 years | 43.58 | 35.74 | 122% |
| Returns for 5 years | 84.29 | 78.41 | 108% |
| Returns for 10 years | 74.68 | 110.24 | 68% |