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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$31.19
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
Vanguard Value Index Adm
Price$72.16
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Nov 20, 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: 208B vs. SOPAX (8.72B). VVIAX pays higher dividends than SOPAX: VVIAX (2.09) vs SOPAX (1.12). 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 : 4.75 vs. SOPAX (-3.10). VVIAX return over 5 years is better than : 62.26 vs. SOPAX (27.86).
| 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 | 6.374 | 9.412 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 208B | 4% |
| Annual Yield % from dividends | 1.12 | 2.09 | 53% |
| Returns for 1 year | -3.10 | 4.75 | -65% |
| Returns for 3 years | 17.05 | 30.32 | 56% |
| Returns for 5 years | 27.86 | 62.26 | 45% |
| Returns for 10 years | 75.34 | 123.23 | 61% |
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