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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$31.68
Change-$0.86 (-2.64%)
VolumeN/A
CapitalizationN/A
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX commentary
Dec 19, 2024
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 Hold and SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SOPAX (8.5B). DODGX pays higher dividends than SOPAX: DODGX (1.36) vs SOPAX (1.19). DODGX was incepted earlier than SOPAX: DODGX (60 years) vs SOPAX (32 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. DODGX (12.00). SOPAX has a lower initial minimum investment than DODGX: SOPAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 15.24 vs. SOPAX (12.62). DODGX return over 5 years is better than : 48.97 vs. SOPAX (35.03).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 32 years | - |
| Gain YTD | 13.980 | 17.927 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 8.5B | 1,412% |
| Annual Yield % from dividends | 1.36 | 1.19 | 114% |
| Returns for 1 year | 15.24 | 12.62 | 121% |
| Returns for 3 years | 15.78 | 3.12 | 506% |
| Returns for 5 years | 48.97 | 35.03 | 140% |
| Returns for 10 years | 60.47 | 72.88 | 83% |
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