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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$32.96
Change-$0.90 (-2.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SOPYX vs VIVAX Comparison Chart
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SOPYX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SOPYX (8.5B). 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). SOPYX annual gain was more profitable for investors over the last year : 15.61 vs. VIVAX (12.68). VIVAX return over 5 years is better than : 40.20 vs. SOPYX (33.08).
| 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 | 15.128 | 13.074 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 1.38 | 2.25 | 61% |
| Returns for 1 year | 15.61 | 12.68 | 123% |
| Returns for 3 years | 1.94 | 17.44 | 11% |
| Returns for 5 years | 33.08 | 40.20 | 82% |
| Returns for 10 years | 73.60 | 99.64 | 74% |
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