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SOPAX vs VSTSX
SOPAX vs VSTSX Comparison
Open Charts SOPAX vs VSTSX
ClearBridge Dividend Strategy A
Price$32.07
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets9.02B
Vanguard Total Stock Mkt Idx Instl Sel
Price$315.99
Change-$1.49 (-0.47%)
VolumeN/A
Net Assets2.02T
SOPAX vs VSTSX Comparison Chart in %
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SOPAX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. SOPAX (9.02B). VSTSX (1.15) and SOPAX (1.10) have matching dividends . SOPAX was incepted earlier than VSTSX: SOPAX (33 years) vs VSTSX (9 years). SOPAX (1.00) 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 : 18.37 vs. SOPAX (3.04). VSTSX return over 5 years is better than : 89.22 vs. SOPAX (36.10).
| SOPAX | VSTSX | SOPAX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 9.303 | 14.402 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 2.02T | 0% |
| Annual Yield % from dividends | 1.10 | 1.15 | 95% |
| Returns for 1 year | 3.04 | 18.37 | 17% |
| Returns for 3 years | 34.27 | 82.20 | 42% |
| Returns for 5 years | 36.10 | 89.22 | 40% |
| Returns for 10 years | 85.68 | N/A | - |
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