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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$28.20
Change-$0.64 (-2.22%)
VolumeN/A
Net Assets7.99B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
SOPAX vs VSMPX Comparison Chart
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SOPAX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SOPAX (7.99B). VSMPX pays higher dividends than SOPAX: VSMPX (1.37) vs SOPAX (1.17). SOPAX was incepted earlier than VSMPX: SOPAX (32 years) vs VSMPX (10 years). SOPAX (1.02) is less costly to investors than VSMPX (0.02). 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 : 4.74 vs. SOPAX (0.48). VSMPX return over 5 years is better than : 92.24 vs. SOPAX (41.02).
| SOPAX | VSMPX | SOPAX / VSMPX | |
| Total Expense Ratio | 1.02 | 0.02 | 5,100% |
| Annual Report Gross Expense Ratio | 1.02 | 0.02 | 5,100% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -2.416 | -7.877 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 1.7T | 0% |
| Annual Yield % from dividends | 1.17 | 1.37 | 86% |
| Returns for 1 year | 0.48 | 4.74 | 10% |
| Returns for 3 years | -0.00 | 21.00 | -0% |
| Returns for 5 years | 41.02 | 92.24 | 44% |
| Returns for 10 years | 56.14 | N/A | - |
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