Interact to see
Advertisement
Advertisement
SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$30.80
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.87B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SBPLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VIVAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SBPLX (8.87B). VIVAX pays higher dividends than SBPLX: VIVAX (1.99) vs SBPLX (0.51). 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 : 7.74 vs. SBPLX (2.87). VIVAX return over 5 years is better than : 70.18 vs. SBPLX (29.38).
| 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 | 6.512 | 7.845 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 203B | 4% |
| Annual Yield % from dividends | 0.51 | 1.99 | 26% |
| Returns for 1 year | 2.87 | 7.74 | 37% |
| Returns for 3 years | 18.68 | 36.63 | 51% |
| Returns for 5 years | 29.38 | 70.18 | 42% |
| Returns for 10 years | 77.23 | 131.64 | 59% |