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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$21.80
Change+$0.29 (+1.35%)
VolumeN/A
Net Assets339.11M
Vanguard Value Index I
Price$65.82
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
SMDLX vs VIVAX Comparison Chart
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SMDLX vs. VIVAX commentary
May 03, 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: 191B vs. SMDLX (339M). SMDLX pays higher dividends than VIVAX: SMDLX (2.86) vs VIVAX (2.22). 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). SMDLX (6.32) and VIVAX (6.02) have marching annual gain over last year. SMDLX return over 5 years is better than : 84.32 vs. VIVAX (73.74).
| 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 | -7.032 | -1.866 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 191B | 0% |
| Annual Yield % from dividends | 2.86 | 2.22 | 129% |
| Returns for 1 year | 6.32 | 6.02 | 105% |
| Returns for 3 years | 23.77 | 17.24 | 138% |
| Returns for 5 years | 84.32 | 73.74 | 114% |
| Returns for 10 years | 56.74 | 95.85 | 59% |
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