Interact to see
Advertisement
Advertisement
SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$30.46
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$71.36
Change-$0.68 (-0.94%)
VolumeN/A
Net Assets207.95B
SBPLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VIVAX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SBPLX (8.7B). VIVAX pays higher dividends than SBPLX: VIVAX (1.98) vs SBPLX (0.45). SBPLX was incepted earlier than VIVAX: SBPLX (27 years) vs VIVAX (33 years). SBPLX (1.74) is less costly to investors than VIVAX (0.17). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). 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 : 4.68 vs. SBPLX (-4.09). VIVAX return over 5 years is better than : 62.64 vs. SBPLX (23.20).
| SBPLX | VIVAX | SBPLX / VIVAX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.74 | 0.17 | 1,024% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 5.362 | 9.132 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 208B | 4% |
| Annual Yield % from dividends | 0.45 | 1.98 | 23% |
| Returns for 1 year | -4.09 | 4.68 | -88% |
| Returns for 3 years | 13.50 | 29.85 | 45% |
| Returns for 5 years | 23.20 | 62.64 | 37% |
| Returns for 10 years | 65.03 | 123.04 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement