Ad is loading...
SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$27.60
Change-$0.63 (-2.23%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index Adm
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SBPLX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VVIAX commentary
Apr 11, 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: 191B vs. SBPLX (7.99B). VVIAX pays higher dividends than SBPLX: VVIAX (2.26) vs SBPLX (0.48). SBPLX was incepted earlier than VVIAX: SBPLX (27 years) vs VVIAX (24 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 (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 : 3.29 vs. SBPLX (-0.44). VVIAX return over 5 years is better than : 68.72 vs. SBPLX (35.91).
| 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 | 24 years | - |
| Gain YTD | -2.618 | -3.183 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 0.48 | 2.26 | 21% |
| Returns for 1 year | -0.44 | 3.29 | -13% |
| Returns for 3 years | -2.54 | 10.80 | -24% |
| Returns for 5 years | 35.91 | 68.72 | 52% |
| Returns for 10 years | 47.69 | 94.30 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers