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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
ClearBridge Dividend Strategy A
Price$30.68
Change-$0.23 (-0.74%)
VolumeN/A
Net Assets8.47B
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX commentary
Jun 15, 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: 114B vs. SOPAX (8.47B). DODGX pays higher dividends than SOPAX: DODGX (1.40) vs SOPAX (1.15). DODGX was incepted earlier than SOPAX: DODGX (60 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 : 5.93 vs. SOPAX (4.73). DODGX return over 5 years is better than : 72.42 vs. SOPAX (42.37).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 60 years | 33 years | - |
| Gain YTD | 3.642 | 3.810 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.47B | 1,345% |
| Annual Yield % from dividends | 1.40 | 1.15 | 121% |
| Returns for 1 year | 5.93 | 4.73 | 125% |
| Returns for 3 years | 28.15 | 20.40 | 138% |
| Returns for 5 years | 72.42 | 42.37 | 171% |
| Returns for 10 years | 53.93 | 68.19 | 79% |
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