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SOPYX vs VSTSX
SOPYX vs VSTSX Comparison
Open Charts SOPYX vs VSTSX
ClearBridge Dividend Strategy I
Price$31.63
Change-$0.36 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$255.28
Change-$4.43 (-1.71%)
VolumeN/A
CapitalizationN/A
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SOPYX vs VSTSX Comparison Chart
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SOPYX vs. VSTSX commentary
Sep 08, 2024
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: 1.72T vs. SOPYX (8.04B). SOPYX (1.38) and VSTSX (1.36) have matching dividends . SOPYX was incepted earlier than VSTSX: SOPYX (29 years) vs VSTSX (8 years). 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 : 22.27 vs. SOPYX (12.39). VSTSX return over 5 years is better than : 79.42 vs. SOPYX (30.61).
| SOPYX | VSTSX | SOPYX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 11.385 | 14.276 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 1.72T | 0% |
| Annual Yield % from dividends | 1.38 | 1.36 | 102% |
| Returns for 1 year | 12.39 | 22.27 | 56% |
| Returns for 3 years | 2.49 | 16.03 | 16% |
| Returns for 5 years | 30.61 | 79.42 | 39% |
| Returns for 10 years | 74.56 | N/A | - |
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