SOPAX
Price
$30.80
Change
+$0.08 (+0.26%)
Updated
Jun 2 closing price
Net Assets
9.19B
VSMPX
Price
$341.82
Change
+$0.83 (+0.24%)
Updated
Jun 2 closing price
Net Assets
2.2T
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SOPAX vs VSMPX

Header iconSOPAX vs VSMPX Comparison
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SOPAX vs VSMPX Comparison Chart in %
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VS
SOPAX vs. VSMPX commentary
Jun 04, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.2T vs. SOPAX (9.19B). SOPAX pays higher dividends than VSMPX: SOPAX (1.10) vs VSMPX (1.02). SOPAX was incepted earlier than VSMPX: SOPAX (34 years) vs VSMPX (11 years). SOPAX (1.00) is less costly to investors than VSMPX (0.02). SOPAX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (3.00). 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 : 28.25 vs. SOPAX (2.07). VSMPX return over 5 years is better than : 72.48 vs. SOPAX (7.92).
SOPAXVSMPXSOPAX / VSMPX
Total Expense Ratio1.000.025,000%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence34 years11 years-
Gain YTD5.48911.38848%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.19B2.2T0%
Annual Yield % from dividends1.101.02108%
Returns for 1 year2.0728.257%
Returns for 3 years14.6776.0719%
Returns for 5 years7.9272.4811%
Returns for 10 years67.26249.3427%
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