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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$33.35
Change-$0.16 (-0.48%)
VolumeN/A
Net Assets8.95B
Vanguard Value Index I
Price$72.14
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets202.84B
SOPYX vs VIVAX Comparison Chart in %
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SOPYX vs. VIVAX commentary
Sep 14, 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: 203B vs. SOPYX (8.96B). VIVAX pays higher dividends than SOPYX: VIVAX (1.99) vs SOPYX (1.34). SOPYX was incepted earlier than VIVAX: SOPYX (30 years) vs VIVAX (33 years). SOPYX (0.73) 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 : 9.48 vs. SOPYX (5.53). VIVAX return over 5 years is better than : 76.00 vs. SOPYX (42.20).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 9.250 | 9.965 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 203B | 4% |
| Annual Yield % from dividends | 1.34 | 1.99 | 67% |
| Returns for 1 year | 5.53 | 9.48 | 58% |
| Returns for 3 years | 25.16 | 38.21 | 66% |
| Returns for 5 years | 42.20 | 76.00 | 56% |
| Returns for 10 years | 97.91 | 135.58 | 72% |
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