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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$31.60
Change-$0.21 (-0.66%)
VolumeN/A
Net Assets8.52B
Vanguard Value Index I
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
SOPYX vs VIVIX Comparison Chart in %
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SOPYX vs. VIVIX commentary
Aug 03, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SOPYX (8.52B). VIVIX pays higher dividends than SOPYX: VIVIX (2.19) vs SOPYX (1.38). SOPYX was incepted earlier than VIVIX: SOPYX (30 years) vs VIVIX (27 years). SOPYX (0.73) is less costly to investors than VIVIX (0.04). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). SOPYX has a lower initial minimum investment than VIVIX: SOPYX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.70 vs. SOPYX (2.24). VIVIX return over 5 years is better than : 70.38 vs. SOPYX (37.69).
| SOPYX | VIVIX | SOPYX / VIVIX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 3.023 | 3.760 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.52B | 195B | 4% |
| Annual Yield % from dividends | 1.38 | 2.19 | 63% |
| Returns for 1 year | 2.24 | 5.70 | 39% |
| Returns for 3 years | 15.40 | 28.41 | 54% |
| Returns for 5 years | 37.69 | 70.38 | 54% |
| Returns for 10 years | 75.89 | 110.24 | 69% |
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