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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$31.19
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
Vanguard Value Index I
Price$72.17
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Nov 20, 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 SOPAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SOPAX (8.72B). VIVAX pays higher dividends than SOPAX: VIVAX (1.98) vs SOPAX (1.12). SOPAX was incepted earlier than VIVAX: SOPAX (33 years) vs VIVAX (33 years). SOPAX (1.00) is less costly to investors than VIVAX (0.17). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). SOPAX has a lower initial minimum investment than VIVAX: SOPAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.74 vs. SOPAX (-3.10). VIVAX return over 5 years is better than : 62.22 vs. SOPAX (27.86).
| SOPAX | VIVAX | SOPAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 6.374 | 9.390 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 208B | 4% |
| Annual Yield % from dividends | 1.12 | 1.98 | 56% |
| Returns for 1 year | -3.10 | 4.74 | -65% |
| Returns for 3 years | 17.05 | 30.30 | 56% |
| Returns for 5 years | 27.86 | 62.22 | 45% |
| Returns for 10 years | 75.34 | 123.22 | 61% |
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