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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$30.95
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX commentary
May 11, 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: 184B vs. SOPYX (8.21B). VIVIX pays higher dividends than SOPYX: VIVIX (2.35) vs SOPYX (1.39). 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 (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 : 4.59 vs. SOPYX (2.45). VIVIX return over 5 years is better than : 72.66 vs. SOPYX (46.32).
| 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 | 0.439 | -0.669 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 184B | 4% |
| Annual Yield % from dividends | 1.39 | 2.35 | 59% |
| Returns for 1 year | 2.45 | 4.59 | 53% |
| Returns for 3 years | 12.02 | 21.42 | 56% |
| Returns for 5 years | 46.32 | 72.66 | 64% |
| Returns for 10 years | 66.64 | 97.34 | 68% |
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