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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$27.60
Change-$0.63 (-2.23%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SBPLX vs VIVAX Comparison Chart
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SBPLX vs. VIVAX commentary
Apr 11, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SBPLX (7.99B). VIVAX pays higher dividends than SBPLX: VIVAX (2.14) vs SBPLX (0.48). SBPLX was incepted earlier than VIVAX: SBPLX (27 years) vs VIVAX (32 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 (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 : 3.30 vs. SBPLX (-0.44). VIVAX return over 5 years is better than : 68.73 vs. SBPLX (35.91).
| 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 | 32 years | - |
| Gain YTD | -2.618 | -3.169 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 0.48 | 2.14 | 23% |
| Returns for 1 year | -0.44 | 3.30 | -13% |
| Returns for 3 years | -2.54 | 10.83 | -23% |
| Returns for 5 years | 35.91 | 68.73 | 52% |
| Returns for 10 years | 47.69 | 94.30 | 51% |
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