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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$31.77
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index I
Price$69.55
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
SOPYX vs VIVIX Comparison Chart in %
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SOPYX vs. VIVIX commentary
Jul 12, 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: 195B vs. SOPYX (8.62B). VIVIX pays higher dividends than SOPYX: VIVIX (2.19) vs SOPYX (1.39). 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 : 9.91 vs. SOPYX (4.24). VIVIX return over 5 years is better than : 79.51 vs. SOPYX (43.60).
| 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 | 4.034 | 6.033 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 195B | 4% |
| Annual Yield % from dividends | 1.39 | 2.19 | 63% |
| Returns for 1 year | 4.24 | 9.91 | 43% |
| Returns for 3 years | 21.52 | 36.59 | 59% |
| Returns for 5 years | 43.60 | 79.51 | 55% |
| Returns for 10 years | 75.60 | 111.54 | 68% |
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