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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$32.96
Change-$0.90 (-2.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SOPYX (8.5B). VIVIX pays higher dividends than SOPYX: VIVIX (2.37) vs SOPYX (1.38). SOPYX was incepted earlier than VIVIX: SOPYX (29 years) vs VIVIX (26 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). SOPYX has a lower initial minimum investment than VIVIX: SOPYX (1000000) vs VIVIX (5000000). SOPYX annual gain was more profitable for investors over the last year : 15.61 vs. VIVIX (12.71). VIVIX return over 5 years is better than : 40.22 vs. SOPYX (33.08).
| SOPYX | VIVIX | SOPYX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 15.128 | 13.116 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 1.38 | 2.37 | 58% |
| Returns for 1 year | 15.61 | 12.71 | 123% |
| Returns for 3 years | 1.94 | 17.45 | 11% |
| Returns for 5 years | 33.08 | 40.22 | 82% |
| Returns for 10 years | 73.60 | 99.72 | 74% |
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