Interact to see
Advertisement
Advertisement
DODGX vs SBPLX
DODGX vs SBPLX Comparison
Open Charts DODGX vs SBPLX
ClearBridge Dividend Strategy C
Price$29.39
Change-$0.37 (-1.24%)
VolumeN/A
Net Assets8.43B
DODGX vs SBPLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SBPLX commentary
May 23, 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: 110B vs. SBPLX (8.43B). DODGX pays higher dividends than SBPLX: DODGX (1.45) vs SBPLX (0.49). 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). SBPLX annual gain was more profitable for investors over the last year : 2.30 vs. DODGX (2.11). DODGX return over 5 years is better than : 80.56 vs. SBPLX (40.83).
| 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 | 1.921 | 2.660 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.43B | 1,305% |
| Annual Yield % from dividends | 1.45 | 0.49 | 297% |
| Returns for 1 year | 2.11 | 2.30 | 92% |
| Returns for 3 years | 20.94 | 11.35 | 184% |
| Returns for 5 years | 80.56 | 40.83 | 197% |
| Returns for 10 years | 50.94 | 54.84 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement