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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$31.57
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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SOPAX vs VSMPX Comparison Chart
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SOPAX vs. VSMPX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SOPAX (8.33B). VSMPX pays higher dividends than SOPAX: VSMPX (1.36) vs SOPAX (1.19). SOPAX was incepted earlier than VSMPX: SOPAX (32 years) vs VSMPX (9 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 : 31.58 vs. SOPAX (16.62). VSMPX return over 5 years is better than : 85.73 vs. SOPAX (30.90).
| SOPAX | VSMPX | SOPAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 14.109 | 18.661 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 1.72T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 88% |
| Returns for 1 year | 16.62 | 31.58 | 53% |
| Returns for 3 years | 7.18 | 25.38 | 28% |
| Returns for 5 years | 30.90 | 85.73 | 36% |
| Returns for 10 years | 75.45 | N/A | - |
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