Ad is loading...
SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$32.96
Change-$0.90 (-2.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SOPYX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VVIAX commentary
Dec 19, 2024
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: 195B vs. SOPYX (8.5B). VVIAX pays higher dividends than SOPYX: VVIAX (2.36) vs SOPYX (1.38). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (24 years). 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). SOPYX annual gain was more profitable for investors over the last year : 15.61 vs. VVIAX (12.71). VVIAX return over 5 years is better than : 40.22 vs. SOPYX (33.08).
| SOPYX | VVIAX | SOPYX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 15.128 | 13.115 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 195B | 4% |
| Annual Yield % from dividends | 1.38 | 2.36 | 59% |
| Returns for 1 year | 15.61 | 12.71 | 123% |
| Returns for 3 years | 1.94 | 17.45 | 11% |
| Returns for 5 years | 33.08 | 40.22 | 82% |
| Returns for 10 years | 73.60 | 99.66 | 74% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSSMX | 11.50 | -0.01 | -0.09% |
| Morgan Stanley Inst Inception A | |||
| ANOHX | 24.91 | -0.20 | -0.80% |
| American Century Small Cap Growth G | |||
| TICSX | 7.24 | -0.09 | -1.23% |
| Touchstone Small Company Instl | |||
| AMAEX | 11.03 | -0.17 | -1.49% |
| American Century Small Cap Dividend Inv | |||
| VGTSX | 19.26 | -0.40 | -2.03% |
| Vanguard Total Intl Stock Index Inv | |||