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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$32.97
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets8.79B
Vanguard Value Index I
Price$71.57
Change+$0.96 (+1.36%)
VolumeN/A
Net Assets195.81B
SOPYX vs VIVIX Comparison Chart in %
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SOPYX vs. VIVIX commentary
Aug 23, 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: 196B vs. SOPYX (8.79B). VIVIX pays higher dividends than SOPYX: VIVIX (2.19) vs SOPYX (1.38). SOPYX was incepted earlier than VIVIX: SOPYX (30 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 : 7.41 vs. SOPYX (4.44). VIVIX return over 5 years is better than : 71.64 vs. SOPYX (37.34).
| 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 | 30 years | 27 years | - |
| Gain YTD | 6.349 | 6.987 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 196B | 4% |
| Annual Yield % from dividends | 1.38 | 2.19 | 63% |
| Returns for 1 year | 4.44 | 7.41 | 60% |
| Returns for 3 years | 16.77 | 29.92 | 56% |
| Returns for 5 years | 37.34 | 71.64 | 52% |
| Returns for 10 years | 101.65 | 142.05 | 72% |
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