Ad is loading...
SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$30.43
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SOPAX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPAX vs. VIVAX 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 SOPAX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SOPAX (8.46B). VIVAX pays higher dividends than SOPAX: VIVAX (2.25) vs SOPAX (1.19). SOPAX was incepted earlier than VIVAX: SOPAX (32 years) vs VIVAX (32 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 13.43 vs. SOPAX (6.79). VIVAX return over 5 years is better than : 47.22 vs. SOPAX (23.74).
| SOPAX | VIVAX | SOPAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 2.665 | 4.148 | 64% |
| 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 | 1.19 | 2.25 | 53% |
| Returns for 1 year | 6.79 | 13.43 | 51% |
| Returns for 3 years | 8.66 | 23.92 | 36% |
| Returns for 5 years | 23.74 | 47.22 | 50% |
| Returns for 10 years | 61.30 | 105.56 | 58% |
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 % |
| AYBLX | 11.30 | -0.12 | -1.05% |
| Pioneer Balanced ESG Y | |||
| LSGGX | 22.52 | -0.29 | -1.27% |
| Loomis Sayles Global Growth Y | |||
| NESYX | 60.45 | -1.12 | -1.82% |
| Natixis US Equity Opportunities Y | |||
| CGFAX | 75.41 | -1.81 | -2.34% |
| American Funds Growth Fund of Amer 529A | |||
| ANOYX | 23.26 | -0.73 | -3.04% |
| American Century Small Cap Growth Y | |||