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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$32.46
Change-$0.14 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SOPAX vs VSMPX Comparison Chart
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SOPAX vs. VSMPX commentary
Nov 18, 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 StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SOPAX (8.51B). 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 : 30.55 vs. SOPAX (17.78). VSMPX return over 5 years is better than : 83.80 vs. SOPAX (32.18).
| 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 | 17.638 | 22.437 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 1.73T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 88% |
| Returns for 1 year | 17.78 | 30.55 | 58% |
| Returns for 3 years | 2.62 | 19.95 | 13% |
| Returns for 5 years | 32.18 | 83.80 | 38% |
| Returns for 10 years | 74.25 | N/A | - |
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