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SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$21.78
Change-$0.89 (-3.93%)
VolumeN/A
Net Assets361.22M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
SMDLX vs VVIAX Comparison Chart
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SMDLX vs. VVIAX commentary
Apr 04, 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: 195B vs. SMDLX (361M). SMDLX pays higher dividends than VVIAX: SMDLX (2.74) vs VVIAX (2.26). SMDLX was incepted earlier than VVIAX: SMDLX (25 years) vs VVIAX (24 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 (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 : 9.53 vs. VVIAX (7.67). SMDLX return over 5 years is better than : 124.74 vs. VVIAX (101.69).
| 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 | 24 years | - |
| Gain YTD | -2.019 | 2.421 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 195B | 0% |
| Annual Yield % from dividends | 2.74 | 2.26 | 121% |
| Returns for 1 year | 9.53 | 7.67 | 124% |
| Returns for 3 years | 22.62 | 17.36 | 130% |
| Returns for 5 years | 124.74 | 101.69 | 123% |
| Returns for 10 years | 65.10 | 106.86 | 61% |