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SMDLX vs VIVAX
SMDLX vs VIVAX Comparison
Open Charts SMDLX vs VIVAX
ClearBridge Tactical Dividend Income C
Price$23.55
Change-$0.31 (-1.30%)
VolumeN/A
Net Assets375.29M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SMDLX vs VIVAX Comparison Chart
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SMDLX vs. VIVAX commentary
Feb 23, 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: 193B vs. SMDLX (375M). 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 : 16.03 vs. VIVAX (13.43). SMDLX return over 5 years is better than : 55.03 vs. VIVAX (47.22).
| 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 | 1.116 | 4.148 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 193B | 0% |
| Annual Yield % from dividends | 2.98 | 2.25 | 133% |
| Returns for 1 year | 16.03 | 13.43 | 119% |
| Returns for 3 years | 34.14 | 23.92 | 143% |
| Returns for 5 years | 55.03 | 47.22 | 117% |
| Returns for 10 years | 66.88 | 105.56 | 63% |
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