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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$31.96
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets8.41B
DODGX vs SOPYX Comparison Chart
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DODGX vs. SOPYX commentary
Jun 07, 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 SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. SOPYX (8.41B). DODGX (1.40) and SOPYX (1.35) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (60 years) vs SOPYX (29 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). DODGX annual gain was more profitable for investors over the last year : 5.30 vs. SOPYX (4.75). DODGX return over 5 years is better than : 59.35 vs. SOPYX (36.41).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | 0.51 | 0.73 | 70% |
| Annual Report Gross Expense Ratio | 0.51 | 0.73 | 70% |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | 3.899 | 3.100 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.41B | 1,308% |
| Annual Yield % from dividends | 1.40 | 1.35 | 104% |
| Returns for 1 year | 5.30 | 4.75 | 112% |
| Returns for 3 years | 15.79 | 9.45 | 167% |
| Returns for 5 years | 59.35 | 36.41 | 163% |
| Returns for 10 years | 55.54 | 74.02 | 75% |
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