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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.43
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SOPAX (8.46B). 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 : 13.46 vs. SOPAX (6.79). VVIAX return over 5 years is better than : 47.22 vs. SOPAX (23.74).
| 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 | 2.665 | 4.164 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 1.19 | 2.36 | 51% |
| Returns for 1 year | 6.79 | 13.46 | 50% |
| Returns for 3 years | 8.66 | 23.94 | 36% |
| Returns for 5 years | 23.74 | 47.22 | 50% |
| Returns for 10 years | 61.30 | 105.55 | 58% |
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