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SOPYX vs VSTSX
SOPYX vs VSTSX Comparison
Open Charts SOPYX vs VSTSX
ClearBridge Dividend Strategy I
Price$31.60
Change-$0.21 (-0.66%)
VolumeN/A
Net Assets8.52B
Vanguard Total Stock Mkt Idx Instl Sel
Price$293.19
Change-$4.92 (-1.65%)
VolumeN/A
Net Assets1.91T
SOPYX vs VSTSX Comparison Chart in %
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SOPYX vs. VSTSX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SOPYX (8.52B). SOPYX pays higher dividends than VSTSX: SOPYX (1.38) vs VSTSX (1.20). 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 : 14.07 vs. SOPYX (2.24). VSTSX return over 5 years is better than : 85.63 vs. SOPYX (37.69).
| 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 | 3.023 | 5.627 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.52B | 1.91T | 0% |
| Annual Yield % from dividends | 1.38 | 1.20 | 115% |
| Returns for 1 year | 2.24 | 14.07 | 16% |
| Returns for 3 years | 15.40 | 49.98 | 31% |
| Returns for 5 years | 37.69 | 85.63 | 44% |
| Returns for 10 years | 75.89 | N/A | - |
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