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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$30.95
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SOPYX vs VVIAX Comparison Chart
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SOPYX vs. VVIAX commentary
May 11, 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: 184B vs. SOPYX (8.21B). VVIAX pays higher dividends than SOPYX: VVIAX (2.34) vs SOPYX (1.39). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (25 years). SOPYX (0.74) 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 : 4.59 vs. SOPYX (2.45). VVIAX return over 5 years is better than : 72.66 vs. SOPYX (46.32).
| SOPYX | VVIAX | SOPYX / VVIAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.74 | 0.05 | 1,480% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 0.439 | -0.684 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 184B | 4% |
| Annual Yield % from dividends | 1.39 | 2.34 | 59% |
| Returns for 1 year | 2.45 | 4.59 | 53% |
| Returns for 3 years | 12.02 | 21.41 | 56% |
| Returns for 5 years | 46.32 | 72.66 | 64% |
| Returns for 10 years | 66.64 | 97.34 | 68% |
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