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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$30.04
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets7.94B
DODGX vs SOPYX Comparison Chart
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DODGX vs. SOPYX commentary
Apr 18, 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: 114B vs. SOPYX (7.94B). DODGX (1.40) and SOPYX (1.37) 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 (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 : 3.15 vs. DODGX (0.24). DODGX return over 5 years is better than : 72.90 vs. SOPYX (41.48).
| 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 | -4.924 | -2.968 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 7.94B | 1,436% |
| Annual Yield % from dividends | 1.40 | 1.37 | 102% |
| Returns for 1 year | 0.24 | 3.15 | 7% |
| Returns for 3 years | 3.70 | 1.47 | 251% |
| Returns for 5 years | 72.90 | 41.48 | 176% |
| Returns for 10 years | 43.80 | 60.13 | 73% |