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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$32.96
Change-$0.90 (-2.66%)
VolumeN/A
CapitalizationN/A
DODGX vs SOPYX Comparison Chart
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DODGX vs. SOPYX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SOPYX (8.5B). SOPYX (1.38) and DODGX (1.36) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (60 years) vs SOPYX (29 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. DODGX (12.00). 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 : 15.61 vs. DODGX (6.47). DODGX return over 5 years is better than : 38.12 vs. SOPYX (33.08).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | 6.160 | 15.128 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 8.5B | 1,412% |
| Annual Yield % from dividends | 1.36 | 1.38 | 99% |
| Returns for 1 year | 6.47 | 15.61 | 41% |
| Returns for 3 years | 7.83 | 1.94 | 403% |
| Returns for 5 years | 38.12 | 33.08 | 115% |
| Returns for 10 years | 49.46 | 73.60 | 67% |
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