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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$28.94
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets7.96B
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX commentary
Apr 25, 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: 114B vs. SOPAX (7.96B). DODGX pays higher dividends than SOPAX: DODGX (1.40) vs SOPAX (1.17). DODGX was incepted earlier than SOPAX: DODGX (60 years) vs SOPAX (32 years). SOPAX (1.02) is less costly to investors than DODGX (0.51). 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). SOPAX annual gain was more profitable for investors over the last year : 0.62 vs. DODGX (-0.94). DODGX return over 5 years is better than : 76.67 vs. SOPAX (41.38).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.02 | 50% |
| Annual Report Gross Expense Ratio | 0.51 | 1.02 | 50% |
| Fund Existence | 60 years | 32 years | - |
| Gain YTD | -3.316 | -2.754 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 7.96B | 1,433% |
| Annual Yield % from dividends | 1.40 | 1.17 | 119% |
| Returns for 1 year | -0.94 | 0.62 | -153% |
| Returns for 3 years | 8.55 | 2.12 | 402% |
| Returns for 5 years | 76.67 | 41.38 | 185% |
| Returns for 10 years | 44.98 | 54.29 | 83% |
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