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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$30.95
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SOPYX vs VIVAX Comparison Chart
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SOPYX vs. VIVAX commentary
May 11, 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 SOPYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SOPYX (8.21B). VIVAX pays higher dividends than SOPYX: VIVAX (2.22) vs SOPYX (1.39). SOPYX was incepted earlier than VIVAX: SOPYX (29 years) vs VIVAX (33 years). SOPYX (0.74) is less costly to investors than VIVAX (0.17). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SOPYX: VIVAX (3000) vs SOPYX (1000000). VIVAX annual gain was more profitable for investors over the last year : 4.58 vs. SOPYX (2.45). VIVAX return over 5 years is better than : 72.65 vs. SOPYX (46.32).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.74 | 0.17 | 435% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 0.439 | -0.685 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 184B | 4% |
| Annual Yield % from dividends | 1.39 | 2.22 | 63% |
| Returns for 1 year | 2.45 | 4.58 | 53% |
| Returns for 3 years | 12.02 | 21.42 | 56% |
| Returns for 5 years | 46.32 | 72.65 | 64% |
| Returns for 10 years | 66.64 | 97.37 | 68% |
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