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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$31.42
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.01B
Vanguard Value Index Adm
Price$72.95
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets207.8B
SBPLX vs VVIAX Comparison Chart in %
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SBPLX vs. VVIAX commentary
Oct 09, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SBPLX (9.01B). VVIAX pays higher dividends than SBPLX: VVIAX (2.08) vs SBPLX (0.45). SBPLX was incepted earlier than VVIAX: SBPLX (27 years) vs VVIAX (25 years). SBPLX (1.74) is less costly to investors than VVIAX (0.05). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). SBPLX has a lower initial minimum investment than VVIAX: SBPLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. SBPLX (1.64). VVIAX return over 5 years is better than : 72.92 vs. SBPLX (30.00).
| SBPLX | VVIAX | SBPLX / VVIAX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.74 | 0.05 | 3,480% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 8.510 | 10.594 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 208B | 4% |
| Annual Yield % from dividends | 0.45 | 2.08 | 21% |
| Returns for 1 year | 1.64 | 7.91 | 21% |
| Returns for 3 years | 30.69 | 48.89 | 63% |
| Returns for 5 years | 30.00 | 72.92 | 41% |
| Returns for 10 years | 74.77 | 132.59 | 56% |
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