Interact to see
Advertisement
Advertisement
SMDLX vs VVIAX
SMDLX vs VVIAX Comparison
Open Charts SMDLX vs VVIAX
ClearBridge Tactical Dividend Income C
Price$23.55
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets357.88M
Vanguard Value Index Adm
Price$72.95
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets207.8B
SMDLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMDLX vs. VVIAX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SMDLX (358M). SMDLX pays higher dividends than VVIAX: SMDLX (2.62) vs VVIAX (2.08). 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 : 7.91 vs. SMDLX (4.86). SMDLX (74.83) and VVIAX (72.92) 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 | 2.615 | 10.594 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 208B | 0% |
| Annual Yield % from dividends | 2.62 | 2.08 | 126% |
| Returns for 1 year | 4.86 | 7.91 | 61% |
| Returns for 3 years | 54.23 | 48.89 | 111% |
| Returns for 5 years | 74.83 | 72.92 | 103% |
| Returns for 10 years | 100.07 | 132.59 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers