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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.91
Change-$0.18 (-0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SMDLX vs VIVAX Comparison Chart
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SMDLX vs. VIVAX commentary
Dec 19, 2024
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: 195B vs. SMDLX (385M). SMDLX pays higher dividends than VIVAX: SMDLX (2.98) vs VIVAX (2.25). SMDLX was incepted earlier than VIVAX: SMDLX (24 years) vs VIVAX (32 years). SMDLX is a more actively managed with annual turnover of: 57.00 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 : 22.24 vs. VIVAX (16.42). SMDLX return over 5 years is better than : 60.31 vs. VIVAX (44.64).
| SMDLX | VIVAX | SMDLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 20.993 | 16.008 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 195B | 0% |
| Annual Yield % from dividends | 2.98 | 2.25 | 133% |
| Returns for 1 year | 22.24 | 16.42 | 135% |
| Returns for 3 years | 31.58 | 20.48 | 154% |
| Returns for 5 years | 60.31 | 44.64 | 135% |
| Returns for 10 years | 71.74 | 104.82 | 68% |
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