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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$31.68
Change-$0.86 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX commentary
Dec 19, 2024
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: 195B vs. SOPAX (8.5B). 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 : 16.45 vs. SOPAX (12.62). VVIAX return over 5 years is better than : 44.62 vs. SOPAX (35.03).
| 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 | 17.927 | 16.051 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 1.19 | 2.36 | 51% |
| Returns for 1 year | 12.62 | 16.45 | 77% |
| Returns for 3 years | 3.12 | 20.49 | 15% |
| Returns for 5 years | 35.03 | 44.62 | 79% |
| Returns for 10 years | 72.88 | 104.84 | 70% |
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