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SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$30.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SBPLX vs VIVIX Comparison Chart in %
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SBPLX vs. VIVIX commentary
Jul 26, 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: 195B vs. SBPLX (8.7B). VIVIX pays higher dividends than SBPLX: VIVIX (2.19) vs SBPLX (0.53). 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 : 9.30 vs. SBPLX (4.26). VIVIX return over 5 years is better than : 74.15 vs. SBPLX (33.06).
| 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 | 4.437 | 6.290 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 0.53 | 2.19 | 24% |
| Returns for 1 year | 4.26 | 9.30 | 46% |
| Returns for 3 years | 14.77 | 33.77 | 44% |
| Returns for 5 years | 33.06 | 74.15 | 45% |
| Returns for 10 years | 63.49 | 115.37 | 55% |
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