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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$32.07
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets9.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
SOPAX vs VSMPX Comparison Chart in %
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SOPAX vs. VSMPX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SOPAX (9.02B). VSMPX (1.15) and SOPAX (1.10) have matching dividends . SOPAX was incepted earlier than VSMPX: SOPAX (33 years) vs VSMPX (10 years). SOPAX (1.00) 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 : 18.36 vs. SOPAX (3.04). VSMPX return over 5 years is better than : 89.16 vs. SOPAX (36.10).
| SOPAX | VSMPX | SOPAX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 9.303 | 14.402 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 2.02T | 0% |
| Annual Yield % from dividends | 1.10 | 1.15 | 96% |
| Returns for 1 year | 3.04 | 18.36 | 17% |
| Returns for 3 years | 34.27 | 82.16 | 42% |
| Returns for 5 years | 36.10 | 89.16 | 40% |
| Returns for 10 years | 85.68 | 221.28 | 39% |
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