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SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$29.76
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SBPLX vs VIVIX Comparison Chart
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SBPLX vs. VIVIX commentary
Feb 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SBPLX (8.46B). VIVIX pays higher dividends than SBPLX: VIVIX (2.37) vs SBPLX (0.56). SBPLX was incepted earlier than VIVIX: SBPLX (27 years) vs VIVIX (27 years). 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 : 13.44 vs. SBPLX (5.83). VIVIX return over 5 years is better than : 47.20 vs. SBPLX (19.53).
| SBPLX | VIVIX | SBPLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 2.550 | 4.165 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 0.56 | 2.37 | 24% |
| Returns for 1 year | 5.83 | 13.44 | 43% |
| Returns for 3 years | 5.91 | 23.92 | 25% |
| Returns for 5 years | 19.53 | 47.20 | 41% |
| Returns for 10 years | 52.92 | 105.52 | 50% |
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