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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$31.61
Change-$0.36 (-1.13%)
VolumeN/A
Net Assets8.93B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Nov 14, 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 DODGX is a Buy and SOPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SOPAX (8.93B). DODGX pays higher dividends than SOPAX: DODGX (1.34) vs SOPAX (1.12). DODGX was incepted earlier than SOPAX: DODGX (61 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than DODGX (0.51). SOPAX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). SOPAX has a lower initial minimum investment than DODGX: SOPAX (1000) vs DODGX (2500). DODGX (-1.27) and SOPAX (-1.32) have marching annual gain over last year. DODGX return over 5 years is better than : 57.28 vs. SOPAX (30.90).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 9.142 | 8.860 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.93B | 1,333% |
| Annual Yield % from dividends | 1.34 | 1.12 | 120% |
| Returns for 1 year | -1.27 | -1.32 | 96% |
| Returns for 3 years | 27.46 | 19.48 | 141% |
| Returns for 5 years | 57.28 | 30.90 | 185% |
| Returns for 10 years | 72.50 | 85.02 | 85% |
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