Interact to see
Advertisement
Advertisement
DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$33.35
Change-$0.16 (-0.48%)
VolumeN/A
Net Assets8.95B
DODGX vs SOPYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SOPYX commentary
Sep 14, 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: 121B vs. SOPYX (8.96B). SOPYX (1.34) and DODGX (1.34) 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). DODGX annual gain was more profitable for investors over the last year : 6.56 vs. SOPYX (5.53). DODGX return over 5 years is better than : 74.53 vs. SOPYX (42.20).
| 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 | 9.937 | 9.250 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 8.96B | 1,351% |
| Annual Yield % from dividends | 1.34 | 1.34 | 100% |
| Returns for 1 year | 6.56 | 5.53 | 119% |
| Returns for 3 years | 33.65 | 25.16 | 134% |
| Returns for 5 years | 74.53 | 42.20 | 177% |
| Returns for 10 years | 77.66 | 97.91 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USO | 73.31 | 0.31 | +0.42% |
| United States Oil | |||
| FDEM | 30.33 | 0.06 | +0.20% |
| Fidelity Emerging Markets Mltfct ETF | |||
| QDCC | 24.36 | N/A | N/A |
| Global X S&P 500 Quality Dividend Covered Call ETF | |||
| FMUB | 50.92 | -0.01 | -0.03% |
| Fidelity Municipal Bond Opports ETF | |||
| KBWR | 62.48 | -0.07 | -0.10% |
| Invesco KBW Regional Banking ETF | |||