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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$31.60
Change-$0.21 (-0.66%)
VolumeN/A
Net Assets8.52B
DODGX vs SOPYX Comparison Chart in %
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DODGX vs. SOPYX commentary
Aug 03, 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 Hold and SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SOPYX (8.52B). DODGX (1.39) and SOPYX (1.38) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (61 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than DODGX (0.51). SOPYX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SOPYX: DODGX (2500) vs SOPYX (1000000). SOPYX annual gain was more profitable for investors over the last year : 2.24 vs. DODGX (0.68). DODGX return over 5 years is better than : 68.50 vs. SOPYX (37.69).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | 0.51 | 0.73 | 70% |
| Annual Report Gross Expense Ratio | 0.51 | 0.73 | 70% |
| Fund Existence | 61 years | 30 years | - |
| Gain YTD | 3.405 | 3.023 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.52B | 1,373% |
| Annual Yield % from dividends | 1.39 | 1.38 | 101% |
| Returns for 1 year | 0.68 | 2.24 | 30% |
| Returns for 3 years | 23.12 | 15.40 | 150% |
| Returns for 5 years | 68.50 | 37.69 | 182% |
| Returns for 10 years | 55.61 | 75.89 | 73% |
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