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SOPYX vs VITSX
SOPYX vs VITSX Comparison
Open Charts SOPYX vs VITSX
ClearBridge Dividend Strategy I
Price$31.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$129.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SOPYX vs VITSX Comparison Chart
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SOPYX vs. VITSX commentary
Sep 16, 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 SOPYX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. SOPYX (8.23B). SOPYX (1.38) and VITSX (1.36) have matching dividends . SOPYX was incepted earlier than VITSX: SOPYX (29 years) vs VITSX (27 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). SOPYX has a lower initial minimum investment than VITSX: SOPYX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 24.07 vs. SOPYX (12.39). VITSX return over 5 years is better than : 82.06 vs. SOPYX (31.41).
| SOPYX | VITSX | SOPYX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 12.882 | 16.875 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.23B | 1.72T | 0% |
| Annual Yield % from dividends | 1.38 | 1.36 | 102% |
| Returns for 1 year | 12.39 | 24.07 | 51% |
| Returns for 3 years | 5.57 | 21.32 | 26% |
| Returns for 5 years | 31.41 | 82.06 | 38% |
| Returns for 10 years | 77.17 | 180.79 | 43% |
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