Interact to see
Advertisement
Advertisement
SOPYX vs VSTSX
SOPYX vs VSTSX Comparison
Open Charts SOPYX vs VSTSX
ClearBridge Dividend Strategy I
Price$33.53
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.29
Change+$0.20 (+0.06%)
VolumeN/A
Net Assets1.95T
SOPYX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. SOPYX (8.98B). SOPYX pays higher dividends than VSTSX: SOPYX (1.28) vs VSTSX (1.15). SOPYX was incepted earlier than VSTSX: SOPYX (30 years) vs VSTSX (9 years). SOPYX (0.73) is less costly to investors than VSTSX (0.01). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). SOPYX has a lower initial minimum investment than VSTSX: SOPYX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.87 vs. SOPYX (3.08). VSTSX return over 5 years is better than : 94.53 vs. SOPYX (42.51).
| SOPYX | VSTSX | SOPYX / VSTSX | |
| Total Expense Ratio | 0.73 | 0.01 | 7,300% |
| Annual Report Gross Expense Ratio | 0.73 | 0.01 | 7,300% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 9.051 | 13.901 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.95T | 0% |
| Annual Yield % from dividends | 1.28 | 1.15 | 111% |
| Returns for 1 year | 3.08 | 17.87 | 17% |
| Returns for 3 years | 30.02 | 74.17 | 40% |
| Returns for 5 years | 42.51 | 94.53 | 45% |
| Returns for 10 years | 95.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers