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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$32.57
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SOPYX (8.71B). VVIAX pays higher dividends than SOPYX: VVIAX (2.09) vs SOPYX (1.30). SOPYX was incepted earlier than VVIAX: SOPYX (30 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 : 5.07 vs. SOPYX (-2.50). VVIAX return over 5 years is better than : 62.97 vs. SOPYX (31.58).
| 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 | 30 years | 25 years | - |
| Gain YTD | 6.534 | 9.352 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 208B | 4% |
| Annual Yield % from dividends | 1.30 | 2.09 | 62% |
| Returns for 1 year | -2.50 | 5.07 | -49% |
| Returns for 3 years | 18.72 | 30.25 | 62% |
| Returns for 5 years | 31.58 | 62.97 | 50% |
| Returns for 10 years | 81.70 | 123.10 | 66% |
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