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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$29.99
Change-$0.22 (-0.73%)
VolumeN/A
Net Assets8.54B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SBPLX vs VVIAX Comparison Chart
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SBPLX vs. VVIAX commentary
Jun 14, 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: 189B vs. SBPLX (8.54B). VVIAX pays higher dividends than SBPLX: VVIAX (2.28) vs SBPLX (0.48). 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 : 8.89 vs. SBPLX (4.53). VVIAX return over 5 years is better than : 73.96 vs. SBPLX (38.23).
| 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 | 4.212 | 3.269 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 189B | 5% |
| Annual Yield % from dividends | 0.48 | 2.28 | 21% |
| Returns for 1 year | 4.53 | 8.89 | 51% |
| Returns for 3 years | 18.19 | 33.27 | 55% |
| Returns for 5 years | 38.23 | 73.96 | 52% |
| Returns for 10 years | 60.31 | 105.19 | 57% |
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