Ad is loading...
SOPYX vs VSMPX
SOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPX
ClearBridge Dividend Strategy I
Price$31.49
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SOPYX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VSMPX commentary
Jan 19, 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: 1.78T vs. SOPYX (8.41B). SOPYX (1.38) and VSMPX (1.36) have matching dividends . SOPYX was incepted earlier than VSMPX: SOPYX (29 years) vs VSMPX (10 years). 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 : 25.27 vs. SOPYX (10.66). VSMPX return over 5 years is better than : 76.14 vs. SOPYX (24.38).
| SOPYX | VSMPX | SOPYX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 1.843 | 2.245 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 1.38 | 1.36 | 102% |
| Returns for 1 year | 10.66 | 25.27 | 42% |
| Returns for 3 years | 6.13 | 29.00 | 21% |
| Returns for 5 years | 24.38 | 76.14 | 32% |
| Returns for 10 years | 69.47 | N/A | - |