Ad is loading...
SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$29.76
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SBPLX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SBPLX (8.46B). 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 : 13.46 vs. SBPLX (5.83). VVIAX return over 5 years is better than : 47.22 vs. SBPLX (19.53).
| 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 | 2.550 | 4.164 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 0.56 | 2.36 | 24% |
| Returns for 1 year | 5.83 | 13.46 | 43% |
| Returns for 3 years | 5.91 | 23.94 | 25% |
| Returns for 5 years | 19.53 | 47.22 | 41% |
| Returns for 10 years | 52.92 | 105.55 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ABCYX | 21.77 | -0.08 | -0.37% |
| American Beacon The London Co Inc Eq Y | |||
| PCBKX | 11.18 | -0.12 | -1.06% |
| Pioneer Balanced ESG K | |||
| LSNGX | 22.58 | -0.29 | -1.27% |
| Loomis Sayles Global Growth N | |||
| CGFEX | 74.02 | -1.77 | -2.34% |
| American Funds Growth Fund of Amer 529E | |||
| ANONX | 22.73 | -0.72 | -3.07% |
| American Century Small Cap Growth I | |||