Interact to see
Advertisement
Advertisement
SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$29.39
Change-$0.37 (-1.24%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index I
Price$66.27
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
SBPLX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SBPLX (8.43B). VIVIX pays higher dividends than SBPLX: VIVIX (2.35) vs SBPLX (0.49). 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 (9.00). 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 : 6.23 vs. SBPLX (2.30). VIVIX return over 5 years is better than : 78.42 vs. SBPLX (40.83).
| 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 | 2.660 | 2.240 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 0.49 | 2.35 | 21% |
| Returns for 1 year | 2.30 | 6.23 | 37% |
| Returns for 3 years | 11.35 | 26.42 | 43% |
| Returns for 5 years | 40.83 | 78.42 | 52% |
| Returns for 10 years | 54.84 | 100.95 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement