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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$31.49
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX commentary
Jan 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SOPYX (8.41B). VIVIX pays higher dividends than SOPYX: VIVIX (2.37) vs SOPYX (1.38). SOPYX was incepted earlier than VIVIX: SOPYX (29 years) vs VIVIX (27 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). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. SOPYX (10.66). VIVIX return over 5 years is better than : 44.19 vs. SOPYX (24.38).
| SOPYX | VIVIX | SOPYX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 1.843 | 3.211 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.38 | 2.37 | 58% |
| Returns for 1 year | 10.66 | 18.21 | 59% |
| Returns for 3 years | 6.13 | 18.46 | 33% |
| Returns for 5 years | 24.38 | 44.19 | 55% |
| Returns for 10 years | 69.47 | 111.13 | 63% |
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