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SOPAX vs VTSMX
SOPAX vs VTSMX Comparison
Open Charts SOPAX vs VTSMX
ClearBridge Dividend Strategy A
Price$31.57
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SOPAX vs VTSMX Comparison Chart
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SOPAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SOPAX (8.33B). VTSMX pays higher dividends than SOPAX: VTSMX (1.26) vs SOPAX (1.19). SOPAX was incepted earlier than VTSMX: SOPAX (32 years) vs VTSMX (32 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). SOPAX has a lower initial minimum investment than VTSMX: SOPAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. SOPAX (16.62). VTSMX return over 5 years is better than : 85.64 vs. SOPAX (30.90).
| SOPAX | VTSMX | SOPAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 14.109 | 18.617 | 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 | 1.26 | 94% |
| Returns for 1 year | 16.62 | 31.53 | 53% |
| Returns for 3 years | 7.18 | 25.35 | 28% |
| Returns for 5 years | 30.90 | 85.64 | 36% |
| Returns for 10 years | 75.45 | 187.59 | 40% |