Ad is loading...
SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$31.49
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SOPYX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VIVAX commentary
Jan 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SOPYX (8.41B). VIVAX pays higher dividends than SOPYX: VIVAX (2.25) vs SOPYX (1.38). SOPYX was incepted earlier than VIVAX: SOPYX (29 years) vs VIVAX (32 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 18.19 vs. SOPYX (10.66). VIVAX return over 5 years is better than : 44.18 vs. SOPYX (24.38).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 1.843 | 3.194 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.38 | 2.25 | 61% |
| Returns for 1 year | 10.66 | 18.19 | 59% |
| Returns for 3 years | 6.13 | 18.46 | 33% |
| Returns for 5 years | 24.38 | 44.18 | 55% |
| Returns for 10 years | 69.47 | 111.10 | 63% |
View a ticker or compare two or three
VS
VS
Ad is loading...