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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$31.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index I
Price$70.90
Change-$0.26 (-0.37%)
VolumeN/A
Net Assets195.81B
SOPAX vs VIVIX Comparison Chart in %
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SOPAX vs. VIVIX commentary
Sep 04, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SOPAX (8.86B). VIVIX pays higher dividends than SOPAX: VIVIX (2.11) vs SOPAX (1.16). SOPAX was incepted earlier than VIVIX: SOPAX (33 years) vs VIVIX (27 years). SOPAX (1.00) is less costly to investors than VIVIX (0.04). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). 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 : 6.80 vs. SOPAX (2.64). VIVIX return over 5 years is better than : 70.09 vs. SOPAX (33.88).
| SOPAX | VIVIX | SOPAX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 6.624 | 7.821 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 196B | 5% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | 2.64 | 6.80 | 39% |
| Returns for 3 years | 20.73 | 36.08 | 57% |
| Returns for 5 years | 33.88 | 70.09 | 48% |
| Returns for 10 years | 91.32 | 137.36 | 66% |
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