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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$22.35
Change+$0.19 (+0.86%)
VolumeN/A
Net Assets347.36M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SMDLX vs VVIAX Comparison Chart
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SMDLX vs. VVIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SMDLX (347M). SMDLX pays higher dividends than VVIAX: SMDLX (2.80) vs VVIAX (2.28). SMDLX was incepted earlier than VVIAX: SMDLX (25 years) vs VVIAX (25 years). SMDLX (2.15) is less costly to investors than VVIAX (0.05). SMDLX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (9.00). SMDLX has a lower initial minimum investment than VVIAX: SMDLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. SMDLX (5.77). SMDLX return over 5 years is better than : 68.08 vs. VVIAX (58.69).
| SMDLX | VVIAX | SMDLX / VVIAX | |
| Total Expense Ratio | 2.15 | 0.05 | 4,300% |
| Annual Report Gross Expense Ratio | 2.15 | 0.05 | 4,300% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -4.223 | 1.255 | -337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 189B | 0% |
| Annual Yield % from dividends | 2.80 | 2.28 | 123% |
| Returns for 1 year | 5.77 | 6.82 | 85% |
| Returns for 3 years | 24.26 | 18.51 | 131% |
| Returns for 5 years | 68.08 | 58.69 | 116% |
| Returns for 10 years | 64.43 | 102.89 | 63% |
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