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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$30.46
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SBPLX vs VVIAX Comparison Chart in %
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SBPLX vs. VVIAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SBPLX (8.78B). VVIAX pays higher dividends than SBPLX: VVIAX (2.18) vs SBPLX (0.53). 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 (3.25). VVIAX return over 5 years is better than : 68.54 vs. SBPLX (28.58).
| 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 | 5.336 | 6.517 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 0.53 | 2.18 | 24% |
| Returns for 1 year | 3.25 | 7.91 | 41% |
| Returns for 3 years | 8.27 | 25.93 | 32% |
| Returns for 5 years | 28.58 | 68.54 | 42% |
| Returns for 10 years | 64.39 | 114.61 | 56% |
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