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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$31.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index Adm
Price$70.90
Change-$0.27 (-0.38%)
VolumeN/A
Net Assets195.81B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Sep 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SOPAX (8.86B). VVIAX pays higher dividends than SOPAX: VVIAX (2.10) vs SOPAX (1.16). SOPAX was incepted earlier than VVIAX: SOPAX (33 years) vs VVIAX (25 years). SOPAX (1.00) is less costly to investors than VVIAX (0.05). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). 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 : 6.82 vs. SOPAX (2.64). VVIAX return over 5 years is better than : 70.11 vs. SOPAX (33.88).
| SOPAX | VVIAX | SOPAX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 6.624 | 7.819 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 196B | 5% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 2.64 | 6.82 | 39% |
| Returns for 3 years | 20.73 | 36.10 | 57% |
| Returns for 5 years | 33.88 | 70.11 | 48% |
| Returns for 10 years | 91.32 | 137.40 | 66% |
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