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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$30.18
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SOPAX vs VIVAX Comparison Chart
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SOPAX vs. VIVAX commentary
Jan 19, 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: 184B vs. SOPAX (8.41B). 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 : 18.19 vs. SOPAX (9.99). VIVAX return over 5 years is better than : 44.18 vs. SOPAX (21.69).
| 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 | 1.822 | 3.194 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.19 | 2.25 | 53% |
| Returns for 1 year | 9.99 | 18.19 | 55% |
| Returns for 3 years | 4.48 | 18.46 | 24% |
| Returns for 5 years | 21.69 | 44.18 | 49% |
| Returns for 10 years | 63.65 | 111.10 | 57% |
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