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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$30.05
Change-$0.38 (-1.25%)
VolumeN/A
Net Assets8.43B
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX 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 SOPAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. SOPAX (8.43B). DODGX pays higher dividends than SOPAX: DODGX (1.45) vs SOPAX (1.19). DODGX was incepted earlier than SOPAX: DODGX (60 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). SOPAX annual gain was more profitable for investors over the last year : 3.25 vs. DODGX (2.11). DODGX return over 5 years is better than : 80.56 vs. SOPAX (46.09).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 60 years | 33 years | - |
| Gain YTD | 1.921 | 2.964 | 65% |
| Front Load | N/A | 6% | - |
| 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 | 1.19 | 122% |
| Returns for 1 year | 2.11 | 3.25 | 65% |
| Returns for 3 years | 20.94 | 14.27 | 147% |
| Returns for 5 years | 80.56 | 46.09 | 175% |
| Returns for 10 years | 50.94 | 63.69 | 80% |
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