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DODGX vs SBPLX
DODGX vs SBPLX Comparison
Open Charts DODGX vs SBPLX
ClearBridge Dividend Strategy C
Price$29.99
Change-$0.22 (-0.73%)
VolumeN/A
Net Assets8.54B
DODGX vs SBPLX Comparison Chart
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DODGX vs. SBPLX commentary
Jun 14, 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 DODGX is a Buy and SBPLX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SBPLX (8.54B). DODGX pays higher dividends than SBPLX: DODGX (1.40) vs SBPLX (0.48). DODGX was incepted earlier than SBPLX: DODGX (60 years) vs SBPLX (27 years). SBPLX (1.74) is less costly to investors than DODGX (0.51). SBPLX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). SBPLX has a lower initial minimum investment than DODGX: SBPLX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. SBPLX (4.53). DODGX return over 5 years is better than : 72.42 vs. SBPLX (38.23).
| DODGX | SBPLX | DODGX / SBPLX | |
| Total Expense Ratio | 0.51 | 1.74 | 29% |
| Annual Report Gross Expense Ratio | 0.51 | 1.74 | 29% |
| Fund Existence | 60 years | 27 years | - |
| Gain YTD | 3.642 | 4.212 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.54B | 1,335% |
| Annual Yield % from dividends | 1.40 | 0.48 | 294% |
| Returns for 1 year | 5.93 | 4.53 | 131% |
| Returns for 3 years | 28.15 | 18.19 | 155% |
| Returns for 5 years | 72.42 | 38.23 | 189% |
| Returns for 10 years | 53.93 | 60.31 | 89% |
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