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SOPAX vs VSTSX
SOPAX vs VSTSX Comparison
Open Charts SOPAX vs VSTSX
ClearBridge Dividend Strategy A
Price$28.20
Change-$0.64 (-2.22%)
VolumeN/A
Net Assets7.99B
Vanguard Total Stock Mkt Idx Instl Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
SOPAX vs VSTSX Comparison Chart
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SOPAX vs. VSTSX commentary
Apr 11, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SOPAX (7.99B). VSTSX pays higher dividends than SOPAX: VSTSX (1.37) vs SOPAX (1.17). SOPAX was incepted earlier than VSTSX: SOPAX (32 years) vs VSTSX (9 years). SOPAX (1.02) is less costly to investors than VSTSX (0.01). 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 : 4.75 vs. SOPAX (0.48). VSTSX return over 5 years is better than : 92.30 vs. SOPAX (41.02).
| SOPAX | VSTSX | SOPAX / VSTSX | |
| Total Expense Ratio | 1.02 | 0.01 | 10,200% |
| Annual Report Gross Expense Ratio | 1.02 | 0.01 | 10,200% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -2.416 | -7.875 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 1.7T | 0% |
| Annual Yield % from dividends | 1.17 | 1.37 | 86% |
| Returns for 1 year | 0.48 | 4.75 | 10% |
| Returns for 3 years | -0.00 | 21.04 | -0% |
| Returns for 5 years | 41.02 | 92.30 | 44% |
| Returns for 10 years | 56.14 | N/A | - |