Ad is loading...
SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$31.01
Change-$0.84 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
SBPLX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VIVIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SBPLX (8.5B). VIVIX pays higher dividends than SBPLX: VIVIX (2.37) vs SBPLX (0.56). SBPLX was incepted earlier than VIVIX: SBPLX (27 years) vs VIVIX (26 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). SBPLX annual gain was more profitable for investors over the last year : 14.42 vs. VIVIX (12.71). VIVIX return over 5 years is better than : 40.22 vs. SBPLX (26.38).
| SBPLX | VIVIX | SBPLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 14.005 | 13.116 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 0.56 | 2.37 | 24% |
| Returns for 1 year | 14.42 | 12.71 | 114% |
| Returns for 3 years | -2.14 | 17.45 | -12% |
| Returns for 5 years | 26.38 | 40.22 | 66% |
| Returns for 10 years | 60.01 | 99.72 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IBBFX | 14.05 | -0.03 | -0.21% |
| Thrivent Balanced Income Plus S | |||
| VTIAX | 32.89 | -0.17 | -0.51% |
| Vanguard Total Intl Stock Index Admiral | |||
| ANOAX | 20.68 | -0.17 | -0.82% |
| American Century Small Cap Growth A | |||
| SAGWX | 5.98 | -0.22 | -3.55% |
| Touchstone Small Company A | |||
| AMALX | 10.62 | -0.41 | -3.72% |
| American Century Small Cap Dividend G | |||