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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$33.53
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets8.98B
Vanguard Value Index Adm
Price$73.15
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets202.84B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Oct 04, 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: 203B vs. SOPYX (8.98B). VVIAX pays higher dividends than SOPYX: VVIAX (2.08) vs SOPYX (1.28). 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 : 7.78 vs. SOPYX (3.08). VVIAX return over 5 years is better than : 78.71 vs. SOPYX (42.51).
| 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 | 9.051 | 10.276 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 203B | 4% |
| Annual Yield % from dividends | 1.28 | 2.08 | 61% |
| Returns for 1 year | 3.08 | 7.78 | 40% |
| Returns for 3 years | 30.02 | 43.30 | 69% |
| Returns for 5 years | 42.51 | 78.71 | 54% |
| Returns for 10 years | 95.37 | 135.90 | 70% |
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