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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$28.20
Change-$0.64 (-2.22%)
VolumeN/A
Net Assets7.99B
Vanguard Value Index Adm
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. SOPAX (7.99B). VVIAX pays higher dividends than SOPAX: VVIAX (2.26) vs SOPAX (1.17). SOPAX was incepted earlier than VVIAX: SOPAX (32 years) vs VVIAX (24 years). SOPAX (1.02) is less costly to investors than VVIAX (0.05). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). SOPAX has a lower initial minimum investment than VVIAX: SOPAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 3.29 vs. SOPAX (0.48). VVIAX return over 5 years is better than : 68.72 vs. SOPAX (41.02).
| SOPAX | VVIAX | SOPAX / VVIAX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -2.416 | -3.183 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 191B | 4% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | 0.48 | 3.29 | 15% |
| Returns for 3 years | -0.00 | 10.80 | -0% |
| Returns for 5 years | 41.02 | 68.72 | 60% |
| Returns for 10 years | 56.14 | 94.30 | 60% |
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