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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$29.54
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SBPLX vs VVIAX Comparison Chart
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SBPLX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SBPLX (8.41B). VVIAX pays higher dividends than SBPLX: VVIAX (2.36) vs SBPLX (0.56). SBPLX was incepted earlier than VVIAX: SBPLX (27 years) vs VVIAX (24 years). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). 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 : 18.18 vs. SBPLX (9.01). VVIAX return over 5 years is better than : 44.18 vs. SBPLX (17.59).
| SBPLX | VVIAX | SBPLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 1.792 | 3.195 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 0.56 | 2.36 | 24% |
| Returns for 1 year | 9.01 | 18.18 | 50% |
| Returns for 3 years | 1.87 | 18.46 | 10% |
| Returns for 5 years | 17.59 | 44.18 | 40% |
| Returns for 10 years | 55.16 | 111.13 | 50% |
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