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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$29.68
Change-$0.38 (-1.26%)
VolumeN/A
Net Assets8.34B
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
SOPAX vs VIVIX Comparison Chart
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SOPAX vs. VIVIX commentary
Mar 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SOPAX (8.34B). VIVIX pays higher dividends than SOPAX: VIVIX (2.20) vs SOPAX (1.18). SOPAX was incepted earlier than VIVIX: SOPAX (32 years) vs VIVIX (27 years). SOPAX (1.02) is less costly to investors than VIVIX (0.04). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). SOPAX has a lower initial minimum investment than VIVIX: SOPAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 10.22 vs. SOPAX (4.41). VIVIX return over 5 years is better than : 64.64 vs. SOPAX (36.63).
| SOPAX | VIVIX | SOPAX / VIVIX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.02 | 0.04 | 2,550% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 1.417 | 3.074 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.34B | 195B | 4% |
| Annual Yield % from dividends | 1.18 | 2.20 | 54% |
| Returns for 1 year | 4.41 | 10.22 | 43% |
| Returns for 3 years | 10.24 | 24.25 | 42% |
| Returns for 5 years | 36.63 | 64.64 | 57% |
| Returns for 10 years | 64.39 | 111.18 | 58% |
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