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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$31.86
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SOPAX (8.94B). DODGX pays higher dividends than SOPAX: DODGX (1.33) vs SOPAX (1.10). 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 : 0.72 vs. SOPAX (-0.81). DODGX return over 5 years is better than : 69.30 vs. SOPAX (34.54).
| 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 | 9.284 | 8.485 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 8.94B | 1,343% |
| Annual Yield % from dividends | 1.33 | 1.10 | 121% |
| Returns for 1 year | 0.72 | -0.81 | -88% |
| Returns for 3 years | 38.93 | 29.48 | 132% |
| Returns for 5 years | 69.30 | 34.54 | 201% |
| Returns for 10 years | 74.25 | 82.94 | 90% |
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