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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.05
Change-$0.38 (-1.25%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index Adm
Price$66.28
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX commentary
May 22, 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: 184B vs. SOPAX (8.43B). VVIAX pays higher dividends than SOPAX: VVIAX (2.34) vs SOPAX (1.19). 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 : 6.25 vs. SOPAX (3.25). VVIAX return over 5 years is better than : 78.45 vs. SOPAX (46.09).
| 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 | 2.964 | 2.239 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 1.19 | 2.34 | 51% |
| Returns for 1 year | 3.25 | 6.25 | 52% |
| Returns for 3 years | 14.27 | 26.44 | 54% |
| Returns for 5 years | 46.09 | 78.45 | 59% |
| Returns for 10 years | 63.69 | 100.97 | 63% |
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