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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$30.95
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.21B
DODGX vs SOPYX Comparison Chart
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DODGX vs. SOPYX commentary
May 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 SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. SOPYX (8.21B). DODGX (1.45) and SOPYX (1.39) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (60 years) vs SOPYX (29 years). SOPYX (0.74) 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 : 2.45 vs. DODGX (1.33). DODGX return over 5 years is better than : 75.54 vs. SOPYX (46.32).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | 0.51 | 0.74 | 69% |
| Annual Report Gross Expense Ratio | 0.51 | 0.74 | 69% |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | -0.050 | 0.439 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.21B | 1,340% |
| Annual Yield % from dividends | 1.45 | 1.39 | 104% |
| Returns for 1 year | 1.33 | 2.45 | 54% |
| Returns for 3 years | 17.98 | 12.02 | 150% |
| Returns for 5 years | 75.54 | 46.32 | 163% |
| Returns for 10 years | 50.36 | 66.64 | 76% |