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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.91
Change-$0.18 (-0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SMDLX vs VVIAX Comparison Chart
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SMDLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SMDLX (385M). SMDLX pays higher dividends than VVIAX: SMDLX (2.98) vs VVIAX (2.36). SMDLX was incepted earlier than VVIAX: SMDLX (24 years) vs VVIAX (24 years). SMDLX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (10.00). SMDLX has a lower initial minimum investment than VVIAX: SMDLX (1000) vs VVIAX (3000). SMDLX annual gain was more profitable for investors over the last year : 22.24 vs. VVIAX (16.45). SMDLX return over 5 years is better than : 60.31 vs. VVIAX (44.62).
| SMDLX | VVIAX | SMDLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 20.993 | 16.051 | 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 | 2.36 | 127% |
| Returns for 1 year | 22.24 | 16.45 | 135% |
| Returns for 3 years | 31.58 | 20.49 | 154% |
| Returns for 5 years | 60.31 | 44.62 | 135% |
| Returns for 10 years | 71.74 | 104.84 | 68% |
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