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SOPYX vs VSMPX
SOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPX
ClearBridge Dividend Strategy I
Price$32.57
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
SOPYX vs VSMPX Comparison Chart in %
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SOPYX vs. VSMPX commentary
Nov 20, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SOPYX (8.71B). SOPYX pays higher dividends than VSMPX: SOPYX (1.30) vs VSMPX (1.12). SOPYX was incepted earlier than VSMPX: SOPYX (30 years) vs VSMPX (11 years). SOPYX (0.73) is less costly to investors than VSMPX (0.02). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). SOPYX has a lower initial minimum investment than VSMPX: SOPYX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.81 vs. SOPYX (-2.50). VSMPX return over 5 years is better than : 77.71 vs. SOPYX (31.58).
| SOPYX | VSMPX | SOPYX / VSMPX | |
| Total Expense Ratio | 0.73 | 0.02 | 3,650% |
| Annual Report Gross Expense Ratio | 0.73 | 0.02 | 3,650% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 6.534 | 11.974 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 2.05T | 0% |
| Annual Yield % from dividends | 1.30 | 1.12 | 116% |
| Returns for 1 year | -2.50 | 10.81 | -23% |
| Returns for 3 years | 18.72 | 63.91 | 29% |
| Returns for 5 years | 31.58 | 77.71 | 41% |
| Returns for 10 years | 81.70 | 204.47 | 40% |
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