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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$31.77
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index Adm
Price$69.56
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Jul 12, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SOPYX (8.62B). VVIAX pays higher dividends than SOPYX: VVIAX (2.18) vs SOPYX (1.39). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (25 years). SOPYX (0.73) is less costly to investors than VVIAX (0.05). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). 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 : 9.93 vs. SOPYX (4.24). VVIAX return over 5 years is better than : 79.53 vs. SOPYX (43.60).
| SOPYX | VVIAX | SOPYX / VVIAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 0.73 | 0.05 | 1,460% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 4.034 | 6.032 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 195B | 4% |
| Annual Yield % from dividends | 1.39 | 2.18 | 64% |
| Returns for 1 year | 4.24 | 9.93 | 43% |
| Returns for 3 years | 21.52 | 36.58 | 59% |
| Returns for 5 years | 43.60 | 79.53 | 55% |
| Returns for 10 years | 75.60 | 111.51 | 68% |
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