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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$22.93
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets352.43M
Vanguard Value Index Adm
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX commentary
Aug 09, 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: 196B vs. SMDLX (352M). SMDLX pays higher dividends than VVIAX: SMDLX (2.68) vs VVIAX (2.18). 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 : 8.54 vs. SMDLX (6.99). SMDLX return over 5 years is better than : 73.57 vs. VVIAX (67.23).
| 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 | -0.551 | 4.502 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 196B | 0% |
| Annual Yield % from dividends | 2.68 | 2.18 | 123% |
| Returns for 1 year | 6.99 | 8.54 | 82% |
| Returns for 3 years | 33.92 | 28.51 | 119% |
| Returns for 5 years | 73.57 | 67.23 | 109% |
| Returns for 10 years | 84.20 | 111.71 | 75% |
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