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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$29.68
Change-$0.38 (-1.26%)
VolumeN/A
Net Assets8.34B
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SOPAX (8.34B). DODGX pays higher dividends than SOPAX: DODGX (1.31) vs SOPAX (1.18). 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). DODGX annual gain was more profitable for investors over the last year : 8.11 vs. SOPAX (4.41). DODGX return over 5 years is better than : 70.81 vs. SOPAX (36.63).
| 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 | 5.066 | 1.417 | 358% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.34B | 1,426% |
| Annual Yield % from dividends | 1.31 | 1.18 | 111% |
| Returns for 1 year | 8.11 | 4.41 | 184% |
| Returns for 3 years | 18.95 | 10.24 | 185% |
| Returns for 5 years | 70.81 | 36.63 | 193% |
| Returns for 10 years | 61.96 | 64.39 | 96% |