SOPAX
Price
$29.68
Change
-$0.38 (-1.26%)
Updated
Mar 10 closing price
Net Assets
8.34B
VIVIX
Price
$67.22
Change
-$0.84 (-1.23%)
Updated
Mar 10 closing price
Net Assets
195.24B
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SOPAX vs VIVIX

Header iconSOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIXBanner chart's image
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.

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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).
SOPAXVIVIXSOPAX / VIVIX
Total Expense Ratio1.020.042,550%
Annual Report Gross Expense Ratio1.020.042,550%
Fund Existence32 years27 years-
Gain YTD1.4173.07446%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.34B195B4%
Annual Yield % from dividends1.182.2054%
Returns for 1 year4.4110.2243%
Returns for 3 years10.2424.2542%
Returns for 5 years36.6364.6457%
Returns for 10 years64.39111.1858%
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