Ad is loading...
SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$30.04
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets7.94B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SOPYX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VVIAX commentary
Apr 18, 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: 191B vs. SOPYX (7.94B). VVIAX pays higher dividends than SOPYX: VVIAX (2.26) vs SOPYX (1.37). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (24 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 (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 : 4.49 vs. SOPYX (3.15). VVIAX return over 5 years is better than : 64.55 vs. SOPYX (41.48).
| 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 | 24 years | - |
| Gain YTD | -2.968 | -4.652 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.94B | 191B | 4% |
| Annual Yield % from dividends | 1.37 | 2.26 | 61% |
| Returns for 1 year | 3.15 | 4.49 | 70% |
| Returns for 3 years | 1.47 | 9.27 | 16% |
| Returns for 5 years | 41.48 | 64.55 | 64% |
| Returns for 10 years | 60.13 | 90.25 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers