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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.55
Change-$0.31 (-1.30%)
VolumeN/A
Net Assets375.29M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SMDLX vs VVIAX Comparison Chart
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SMDLX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SMDLX (375M). 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 : 16.03 vs. VVIAX (13.46). SMDLX return over 5 years is better than : 55.03 vs. VVIAX (47.22).
| 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 | 1.116 | 4.164 | 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 | 2.36 | 127% |
| Returns for 1 year | 16.03 | 13.46 | 119% |
| Returns for 3 years | 34.14 | 23.94 | 143% |
| Returns for 5 years | 55.03 | 47.22 | 117% |
| Returns for 10 years | 66.88 | 105.55 | 63% |
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