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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$30.04
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets7.94B
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SOPYX (7.94B). VIVIX pays higher dividends than SOPYX: VIVIX (2.27) vs SOPYX (1.37). SOPYX was incepted earlier than VIVIX: SOPYX (29 years) vs VIVIX (27 years). SOPYX (0.74) is less costly to investors than VIVIX (0.04). 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). VIVIX annual gain was more profitable for investors over the last year : 4.49 vs. SOPYX (3.15). VIVIX return over 5 years is better than : 64.56 vs. SOPYX (41.48).
| SOPYX | VIVIX | SOPYX / VIVIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -2.968 | -4.638 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.94B | 191B | 4% |
| Annual Yield % from dividends | 1.37 | 2.27 | 60% |
| Returns for 1 year | 3.15 | 4.49 | 70% |
| Returns for 3 years | 1.47 | 9.29 | 16% |
| Returns for 5 years | 41.48 | 64.56 | 64% |
| Returns for 10 years | 60.13 | 90.25 | 67% |
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