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SMDLX vs VIVIX
SMDLX vs VIVIX Comparison
Open Charts SMDLX vs VIVIX
ClearBridge Tactical Dividend Income C
Price$21.54
Change+$0.26 (+1.22%)
VolumeN/A
Net Assets336.07M
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
SMDLX vs VIVIX Comparison Chart
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SMDLX vs. VIVIX commentary
Apr 25, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SMDLX (336M). SMDLX pays higher dividends than VIVIX: SMDLX (2.74) vs VIVIX (2.27). SMDLX was incepted earlier than VIVIX: SMDLX (25 years) vs VIVIX (27 years). SMDLX (2.15) is less costly to investors than VIVIX (0.04). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VIVIX (10.00). SMDLX has a lower initial minimum investment than VIVIX: SMDLX (1000) vs VIVIX (5000000). SMDLX annual gain was more profitable for investors over the last year : 4.98 vs. VIVIX (3.40). SMDLX return over 5 years is better than : 83.95 vs. VIVIX (69.91).
| SMDLX | VIVIX | SMDLX / VIVIX | |
| Total Expense Ratio | 2.15 | 0.04 | 5,375% |
| Annual Report Gross Expense Ratio | 2.15 | 0.04 | 5,375% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -8.026 | -3.411 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 191B | 0% |
| Annual Yield % from dividends | 2.74 | 2.27 | 121% |
| Returns for 1 year | 4.98 | 3.40 | 147% |
| Returns for 3 years | 20.74 | 12.73 | 163% |
| Returns for 5 years | 83.95 | 69.91 | 120% |
| Returns for 10 years | 53.23 | 92.47 | 58% |
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