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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$31.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.86B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Sep 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 DODGX is a Buy and SOPAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SOPAX (8.86B). DODGX pays higher dividends than SOPAX: DODGX (1.34) vs SOPAX (1.16). DODGX was incepted earlier than SOPAX: DODGX (61 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than DODGX (0.51). SOPAX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). 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 : 3.83 vs. SOPAX (2.64). DODGX return over 5 years is better than : 68.48 vs. SOPAX (33.88).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 8.616 | 6.624 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 8.86B | 1,309% |
| Annual Yield % from dividends | 1.34 | 1.16 | 116% |
| Returns for 1 year | 3.83 | 2.64 | 145% |
| Returns for 3 years | 32.28 | 20.73 | 156% |
| Returns for 5 years | 68.48 | 33.88 | 202% |
| Returns for 10 years | 79.84 | 91.32 | 87% |
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