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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$31.01
Change-$0.84 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SBPLX vs VVIAX Comparison Chart
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SBPLX vs. VVIAX commentary
Dec 19, 2024
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: 195B vs. SBPLX (8.5B). 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). SBPLX annual gain was more profitable for investors over the last year : 14.42 vs. VVIAX (12.71). VVIAX return over 5 years is better than : 40.22 vs. SBPLX (26.38).
| 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 | 14.005 | 13.115 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 0.56 | 2.36 | 24% |
| Returns for 1 year | 14.42 | 12.71 | 114% |
| Returns for 3 years | -2.14 | 17.45 | -12% |
| Returns for 5 years | 26.38 | 40.22 | 66% |
| Returns for 10 years | 60.01 | 99.66 | 60% |
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