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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.49
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets351.54M
Vanguard Value Index Adm
Price$73.83
Change+$0.49 (+0.67%)
VolumeN/A
Net Assets207.95B
SMDLX vs VVIAX Comparison Chart in %
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SMDLX vs. VVIAX commentary
Nov 27, 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: 208B vs. SMDLX (352M). SMDLX pays higher dividends than VVIAX: SMDLX (2.63) vs VVIAX (2.09). 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 : 3.77 vs. SMDLX (-1.52). SMDLX (64.13) and VVIAX (61.31) have equivalent 5 years return.
| 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 | 1.914 | 11.140 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 208B | 0% |
| Annual Yield % from dividends | 2.63 | 2.09 | 126% |
| Returns for 1 year | -1.52 | 3.77 | -40% |
| Returns for 3 years | 38.07 | 29.87 | 127% |
| Returns for 5 years | 64.13 | 61.31 | 105% |
| Returns for 10 years | 104.12 | 126.54 | 82% |
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