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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$31.75
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SOPYX vs VVIAX Comparison Chart
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SOPYX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SOPYX (8.46B). VVIAX pays higher dividends than SOPYX: VVIAX (2.36) vs SOPYX (1.38). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (24 years). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than SOPYX: VVIAX (3000) vs SOPYX (1000000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. SOPYX (7.38). VVIAX return over 5 years is better than : 47.22 vs. SOPYX (26.40).
| SOPYX | VVIAX | SOPYX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 2.684 | 4.164 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 1.38 | 2.36 | 59% |
| Returns for 1 year | 7.38 | 13.46 | 55% |
| Returns for 3 years | 10.37 | 23.94 | 43% |
| Returns for 5 years | 26.40 | 47.22 | 56% |
| Returns for 10 years | 66.96 | 105.55 | 63% |
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