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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$31.96
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SOPYX (8.41B). VIVIX pays higher dividends than SOPYX: VIVIX (2.29) vs SOPYX (1.35). SOPYX was incepted earlier than VIVIX: SOPYX (29 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 : 6.80 vs. SOPYX (4.75). VIVIX return over 5 years is better than : 58.67 vs. SOPYX (36.41).
| 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 | 29 years | 27 years | - |
| Gain YTD | 3.100 | 1.255 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 1.35 | 2.29 | 59% |
| Returns for 1 year | 4.75 | 6.80 | 70% |
| Returns for 3 years | 9.45 | 18.51 | 51% |
| Returns for 5 years | 36.41 | 58.67 | 62% |
| Returns for 10 years | 74.02 | 102.87 | 72% |
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