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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.75
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets380.81M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SMDLX vs VVIAX Comparison Chart
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SMDLX vs. VVIAX commentary
Jan 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SMDLX (381M). 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 : 22.47 vs. VVIAX (18.18). SMDLX return over 5 years is better than : 54.64 vs. VVIAX (44.18).
| 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 | 1.975 | 3.195 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 184B | 0% |
| Annual Yield % from dividends | 2.98 | 2.36 | 127% |
| Returns for 1 year | 22.47 | 18.18 | 124% |
| Returns for 3 years | 29.97 | 18.46 | 162% |
| Returns for 5 years | 54.64 | 44.18 | 124% |
| Returns for 10 years | 73.95 | 111.13 | 67% |
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