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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Jul 26, 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: 195B vs. SOPAX (8.7B). VVIAX pays higher dividends than SOPAX: VVIAX (2.18) vs SOPAX (1.20). 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 : 9.30 vs. SOPAX (5.25). VVIAX return over 5 years is better than : 74.15 vs. SOPAX (38.31).
| 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 | 4.925 | 6.274 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | 5.25 | 9.30 | 56% |
| Returns for 3 years | 17.80 | 33.77 | 53% |
| Returns for 5 years | 38.31 | 74.15 | 52% |
| Returns for 10 years | 73.22 | 115.37 | 63% |
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