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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.18
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX commentary
Jan 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SOPAX (8.41B). VVIAX pays higher dividends than SOPAX: VVIAX (2.36) vs SOPAX (1.19). SOPAX was incepted earlier than VVIAX: SOPAX (32 years) vs VVIAX (24 years). 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 : 18.18 vs. SOPAX (9.99). VVIAX return over 5 years is better than : 44.18 vs. SOPAX (21.69).
| SOPAX | VVIAX | SOPAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.822 | 3.195 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.19 | 2.36 | 51% |
| Returns for 1 year | 9.99 | 18.18 | 55% |
| Returns for 3 years | 4.48 | 18.46 | 24% |
| Returns for 5 years | 21.69 | 44.18 | 49% |
| Returns for 10 years | 63.65 | 111.13 | 57% |