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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$30.43
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
SOPAX vs VSMPX Comparison Chart
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SOPAX vs. VSMPX commentary
Feb 23, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SOPAX (8.46B). VSMPX pays higher dividends than SOPAX: VSMPX (1.36) vs SOPAX (1.19). SOPAX was incepted earlier than VSMPX: SOPAX (32 years) vs VSMPX (10 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). SOPAX has a lower initial minimum investment than VSMPX: SOPAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.62 vs. SOPAX (6.79). VSMPX return over 5 years is better than : 74.89 vs. SOPAX (23.74).
| SOPAX | VSMPX | SOPAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.665 | 2.135 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 88% |
| Returns for 1 year | 6.79 | 17.62 | 39% |
| Returns for 3 years | 8.66 | 36.83 | 24% |
| Returns for 5 years | 23.74 | 74.89 | 32% |
| Returns for 10 years | 61.30 | N/A | - |
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