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SOPYX vs VTSMX
SOPYX vs VTSMX Comparison
Open Charts SOPYX vs VTSMX
ClearBridge Dividend Strategy I
Price$31.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SOPYX vs VTSMX Comparison Chart
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SOPYX vs. VTSMX commentary
Sep 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SOPYX (8.23B). SOPYX pays higher dividends than VTSMX: SOPYX (1.38) vs VTSMX (1.26). SOPYX was incepted earlier than VTSMX: SOPYX (29 years) vs VTSMX (32 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOPYX: VTSMX (3000) vs SOPYX (1000000). VTSMX annual gain was more profitable for investors over the last year : 24.06 vs. SOPYX (12.39). VTSMX return over 5 years is better than : 82.00 vs. SOPYX (31.41).
| SOPYX | VTSMX | SOPYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 12.882 | 16.841 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.23B | 1.72T | 0% |
| Annual Yield % from dividends | 1.38 | 1.26 | 109% |
| Returns for 1 year | 12.39 | 24.06 | 51% |
| Returns for 3 years | 5.57 | 21.32 | 26% |
| Returns for 5 years | 31.41 | 82.00 | 38% |
| Returns for 10 years | 77.17 | 180.08 | 43% |
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