Interact to see
Advertisement
Advertisement
DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$31.46
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets8.86B
DODGX vs SOPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SOPAX commentary
Sep 09, 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: 121B vs. SOPAX (8.86B). DODGX pays higher dividends than SOPAX: DODGX (1.34) vs SOPAX (1.16). 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 : 6.72 vs. SOPAX (3.86). DODGX return over 5 years is better than : 71.26 vs. SOPAX (34.52).
| 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 | 8.875 | 7.134 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 8.86B | 1,365% |
| Annual Yield % from dividends | 1.34 | 1.16 | 116% |
| Returns for 1 year | 6.72 | 3.86 | 174% |
| Returns for 3 years | 28.65 | 21.84 | 131% |
| Returns for 5 years | 71.26 | 34.52 | 206% |
| Returns for 10 years | 77.37 | 87.84 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IEFA | 86.74 | 0.89 | +1.04% |
| iShares Core MSCI EAFE ETF | |||
| JSML | 73.60 | 0.41 | +0.57% |
| Janus Henderson Small Cap Gr Alpha ETF | |||
| SUSL | 112.95 | 0.28 | +0.25% |
| iShares ESG MSCI USA Leaders ETF | |||
| PSFD | 35.83 | 0.06 | +0.17% |
| Pacer Swan SOS Flex (January) ETF | |||
| INTW | 22.08 | 0.01 | +0.05% |
| GraniteShares 2x Long INTC Daily ETF | |||