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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$30.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SOPAX (8.7B). DODGX pays higher dividends than SOPAX: DODGX (1.38) vs SOPAX (1.20). 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 annual gain was more profitable for investors over the last year : 6.76 vs. SOPAX (5.21). DODGX return over 5 years is better than : 75.02 vs. SOPAX (38.27).
| 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 | 7.961 | 4.891 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.7B | 1,345% |
| Annual Yield % from dividends | 1.38 | 1.20 | 115% |
| Returns for 1 year | 6.76 | 5.21 | 130% |
| Returns for 3 years | 30.77 | 17.77 | 173% |
| Returns for 5 years | 75.02 | 38.27 | 196% |
| Returns for 10 years | 62.92 | 73.16 | 86% |
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