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SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$27.60
Change-$0.63 (-2.23%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index I
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SBPLX vs VIVIX Comparison Chart
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SBPLX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SBPLX (7.99B). VIVIX pays higher dividends than SBPLX: VIVIX (2.27) vs SBPLX (0.48). SBPLX was incepted earlier than VIVIX: SBPLX (27 years) vs VIVIX (27 years). SBPLX (1.74) is less costly to investors than VIVIX (0.04). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). SBPLX has a lower initial minimum investment than VIVIX: SBPLX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 3.31 vs. SBPLX (-0.44). VIVIX return over 5 years is better than : 68.72 vs. SBPLX (35.91).
| SBPLX | VIVIX | SBPLX / VIVIX | |
| Total Expense Ratio | 1.74 | 0.04 | 4,350% |
| Annual Report Gross Expense Ratio | 1.74 | 0.04 | 4,350% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -2.618 | -3.168 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 0.48 | 2.27 | 21% |
| Returns for 1 year | -0.44 | 3.31 | -13% |
| Returns for 3 years | -2.54 | 10.80 | -24% |
| Returns for 5 years | 35.91 | 68.72 | 52% |
| Returns for 10 years | 47.69 | 94.30 | 51% |