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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$31.96
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SOPYX vs VIVAX Comparison Chart
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SOPYX vs. VIVAX commentary
Jun 07, 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: 189B vs. SOPYX (8.41B). VIVAX pays higher dividends than SOPYX: VIVAX (2.16) vs SOPYX (1.35). SOPYX was incepted earlier than VIVAX: SOPYX (29 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 : 6.81 vs. SOPYX (4.75). VIVAX return over 5 years is better than : 58.70 vs. SOPYX (36.41).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 3.100 | 1.238 | 250% |
| 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 | 189B | 4% |
| Annual Yield % from dividends | 1.35 | 2.16 | 63% |
| Returns for 1 year | 4.75 | 6.81 | 70% |
| Returns for 3 years | 9.45 | 18.51 | 51% |
| Returns for 5 years | 36.41 | 58.70 | 62% |
| Returns for 10 years | 74.02 | 102.90 | 72% |
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