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SOPYX vs VSMPX
SOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPX
ClearBridge Dividend Strategy I
Price$33.53
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.34
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
SOPYX vs VSMPX Comparison Chart in %
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SOPYX vs. VSMPX commentary
Oct 04, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. SOPYX (8.98B). SOPYX pays higher dividends than VSMPX: SOPYX (1.28) vs VSMPX (1.15). SOPYX was incepted earlier than VSMPX: SOPYX (30 years) vs VSMPX (10 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 : 17.87 vs. SOPYX (3.08). VSMPX return over 5 years is better than : 94.47 vs. SOPYX (42.51).
| 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 | 10 years | - |
| Gain YTD | 9.051 | 13.899 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.95T | 0% |
| Annual Yield % from dividends | 1.28 | 1.15 | 112% |
| Returns for 1 year | 3.08 | 17.87 | 17% |
| Returns for 3 years | 30.02 | 74.12 | 41% |
| Returns for 5 years | 42.51 | 94.47 | 45% |
| Returns for 10 years | 95.37 | 226.06 | 42% |
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