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SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$29.99
Change-$0.22 (-0.73%)
VolumeN/A
Net Assets8.54B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SBPLX vs VIVIX Comparison Chart
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SBPLX vs. VIVIX commentary
Jun 14, 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: 189B vs. SBPLX (8.54B). VIVIX pays higher dividends than SBPLX: VIVIX (2.29) 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 (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 : 8.89 vs. SBPLX (4.53). VIVIX return over 5 years is better than : 73.96 vs. SBPLX (38.23).
| 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 | 4.212 | 3.285 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 189B | 5% |
| Annual Yield % from dividends | 0.48 | 2.29 | 21% |
| Returns for 1 year | 4.53 | 8.89 | 51% |
| Returns for 3 years | 18.19 | 33.27 | 55% |
| Returns for 5 years | 38.23 | 73.96 | 52% |
| Returns for 10 years | 60.31 | 105.19 | 57% |