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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$29.39
Change-$0.37 (-1.24%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
SBPLX vs VIVAX Comparison Chart
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SBPLX vs. VIVAX commentary
May 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SBPLX (8.43B). VIVAX pays higher dividends than SBPLX: VIVAX (2.22) vs SBPLX (0.49). 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 : 6.24 vs. SBPLX (2.30). VIVAX return over 5 years is better than : 78.41 vs. SBPLX (40.83).
| 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 | 2.660 | 2.222 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 0.49 | 2.22 | 22% |
| Returns for 1 year | 2.30 | 6.24 | 37% |
| Returns for 3 years | 11.35 | 26.44 | 43% |
| Returns for 5 years | 40.83 | 78.41 | 52% |
| Returns for 10 years | 54.84 | 100.98 | 54% |
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