SOPYX
Price
$33.36
Change
+$0.07 (+0.21%)
Updated
Oct 24 closing price
Net Assets
8.94B
VSMPX
Price
$304.77
Change
+$2.42 (+0.80%)
Updated
Oct 24 closing price
Net Assets
2.02T
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SOPYX vs VSMPX

Header iconSOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPXBanner chart's image
ClearBridge Dividend Strategy I
Price$33.36
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$304.77
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets2.02T
SOPYX vs VSMPX Comparison Chart in %
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VS
SOPYX vs. VSMPX commentary
Oct 26, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SOPYX (8.94B). SOPYX pays higher dividends than VSMPX: SOPYX (1.28) vs VSMPX (1.15). 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 : 16.89 vs. SOPYX (0.81). VSMPX return over 5 years is better than : 89.47 vs. SOPYX (38.65).
SOPYXVSMPXSOPYX / VSMPX
Total Expense Ratio0.730.023,650%
Annual Report Gross Expense Ratio0.730.023,650%
Fund Existence30 years11 years-
Gain YTD9.05115.26859%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B2.02T0%
Annual Yield % from dividends1.281.15112%
Returns for 1 year0.8116.895%
Returns for 3 years28.0773.5138%
Returns for 5 years38.6589.4743%
Returns for 10 years87.03217.9440%
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