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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$28.20
Change-$0.64 (-2.22%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index I
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SOPAX vs VIVIX Comparison Chart
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SOPAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SOPAX (7.99B). VIVIX pays higher dividends than SOPAX: VIVIX (2.27) vs SOPAX (1.17). 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 : 3.31 vs. SOPAX (0.48). VIVIX return over 5 years is better than : 68.72 vs. SOPAX (41.02).
| 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 | -2.416 | -3.168 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 1.17 | 2.27 | 52% |
| Returns for 1 year | 0.48 | 3.31 | 15% |
| Returns for 3 years | -0.00 | 10.80 | -0% |
| Returns for 5 years | 41.02 | 68.72 | 60% |
| Returns for 10 years | 56.14 | 94.30 | 60% |