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SOPYX vs VIVIX
SOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIX
ClearBridge Dividend Strategy I
Price$31.75
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SOPYX vs VIVIX Comparison Chart
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SOPYX vs. VIVIX commentary
Feb 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SOPYX (8.46B). 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 : 13.44 vs. SOPYX (7.38). VIVIX return over 5 years is better than : 47.20 vs. SOPYX (26.40).
| 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 | 2.684 | 4.165 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 1.38 | 2.37 | 58% |
| Returns for 1 year | 7.38 | 13.44 | 55% |
| Returns for 3 years | 10.37 | 23.92 | 43% |
| Returns for 5 years | 26.40 | 47.20 | 56% |
| Returns for 10 years | 66.96 | 105.52 | 63% |