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SOPAX vs VSTSX
SOPAX vs VSTSX Comparison
Open Charts SOPAX vs VSTSX
ClearBridge Dividend Strategy A
Price$32.46
Change-$0.14 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
SOPAX vs VSTSX Comparison Chart
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SOPAX vs. VSTSX 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SOPAX (8.51B). VSTSX pays higher dividends than SOPAX: VSTSX (1.36) vs SOPAX (1.19). SOPAX was incepted earlier than VSTSX: SOPAX (32 years) vs VSTSX (8 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). SOPAX has a lower initial minimum investment than VSTSX: SOPAX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 30.56 vs. SOPAX (17.78). VSTSX return over 5 years is better than : 83.83 vs. SOPAX (32.18).
| SOPAX | VSTSX | SOPAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 17.638 | 22.443 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 30.56 | 58% |
| Returns for 3 years | 2.62 | 19.98 | 13% |
| Returns for 5 years | 32.18 | 83.83 | 38% |
| Returns for 10 years | 74.25 | N/A | - |