Ad is loading...
SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$30.18
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SOPAX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPAX vs. VSMPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. SOPAX (8.41B). 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 : 25.27 vs. SOPAX (9.99). VSMPX return over 5 years is better than : 76.14 vs. SOPAX (21.69).
| 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 | 1.822 | 2.245 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 88% |
| Returns for 1 year | 9.99 | 25.27 | 40% |
| Returns for 3 years | 4.48 | 29.00 | 15% |
| Returns for 5 years | 21.69 | 76.14 | 28% |
| Returns for 10 years | 63.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GFAFX | 76.26 | 0.87 | +1.15% |
| American Funds Growth Fund of Amer F1 | |||
| BOSVX | 18.52 | 0.09 | +0.49% |
| Bridgeway Omni Small-Cap Value N | |||
| FRVLX | 57.41 | 0.15 | +0.26% |
| Franklin Small Cap Value A | |||
| NWSAX | 13.04 | 0.03 | +0.23% |
| Nationwide Small Company Growth A | |||
| DMCVX | 31.58 | 0.07 | +0.22% |
| BNY Mellon Opportunistic Midcap Value A | |||