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SOPAX vs VTSAX
SOPAX vs VTSAX Comparison
Open Charts SOPAX vs VTSAX
ClearBridge Dividend Strategy A
Price$31.57
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SOPAX vs VTSAX Comparison Chart
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SOPAX vs. VTSAX commentary
Sep 21, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SOPAX (8.33B). VTSAX pays higher dividends than SOPAX: VTSAX (1.35) vs SOPAX (1.19). SOPAX was incepted earlier than VTSAX: SOPAX (32 years) vs VTSAX (24 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). SOPAX has a lower initial minimum investment than VTSAX: SOPAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. SOPAX (16.62). VTSAX return over 5 years is better than : 85.68 vs. SOPAX (30.90).
| SOPAX | VTSAX | SOPAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 14.109 | 18.645 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 1.72T | 0% |
| Annual Yield % from dividends | 1.19 | 1.35 | 88% |
| Returns for 1 year | 16.62 | 31.56 | 53% |
| Returns for 3 years | 7.18 | 25.35 | 28% |
| Returns for 5 years | 30.90 | 85.68 | 36% |
| Returns for 10 years | 75.45 | 188.32 | 40% |
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