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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$29.76
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SBPLX vs VIVAX Comparison Chart
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SBPLX vs. VIVAX commentary
Feb 23, 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 SBPLX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SBPLX (8.46B). VIVAX pays higher dividends than SBPLX: VIVAX (2.25) vs SBPLX (0.56). SBPLX was incepted earlier than VIVAX: SBPLX (27 years) vs VIVAX (32 years). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). SBPLX has a lower initial minimum investment than VIVAX: SBPLX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. SBPLX (5.83). VIVAX return over 5 years is better than : 47.22 vs. SBPLX (19.53).
| SBPLX | VIVAX | SBPLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 2.550 | 4.148 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 0.56 | 2.25 | 25% |
| Returns for 1 year | 5.83 | 13.43 | 43% |
| Returns for 3 years | 5.91 | 23.92 | 25% |
| Returns for 5 years | 19.53 | 47.22 | 41% |
| Returns for 10 years | 52.92 | 105.56 | 50% |
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