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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$30.05
Change-$0.38 (-1.25%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index I
Price$66.27
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
SOPAX vs VIVIX Comparison Chart
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SOPAX vs. VIVIX commentary
May 22, 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: 184B vs. SOPAX (8.43B). VIVIX pays higher dividends than SOPAX: VIVIX (2.35) vs SOPAX (1.19). 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 : 6.23 vs. SOPAX (3.25). VIVIX return over 5 years is better than : 78.42 vs. SOPAX (46.09).
| 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 | 2.964 | 2.240 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 1.19 | 2.35 | 50% |
| Returns for 1 year | 3.25 | 6.23 | 52% |
| Returns for 3 years | 14.27 | 26.42 | 54% |
| Returns for 5 years | 46.09 | 78.42 | 59% |
| Returns for 10 years | 63.69 | 100.95 | 63% |
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