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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$28.20
Change-$0.64 (-2.22%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SOPAX vs VIVAX Comparison Chart
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SOPAX vs. VIVAX commentary
Apr 11, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SOPAX (7.99B). VIVAX pays higher dividends than SOPAX: VIVAX (2.14) vs SOPAX (1.17). SOPAX was incepted earlier than VIVAX: SOPAX (32 years) vs VIVAX (32 years). SOPAX (1.02) is less costly to investors than VIVAX (0.17). 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 : 3.30 vs. SOPAX (0.48). VIVAX return over 5 years is better than : 68.73 vs. SOPAX (41.02).
| SOPAX | VIVAX | SOPAX / VIVAX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -2.416 | -3.169 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | 0.48 | 3.30 | 15% |
| Returns for 3 years | -0.00 | 10.83 | -0% |
| Returns for 5 years | 41.02 | 68.73 | 60% |
| Returns for 10 years | 56.14 | 94.30 | 60% |
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