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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$32.03
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets8.47B
DODGX vs SOPYX Comparison Chart
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DODGX vs. SOPYX commentary
Jun 16, 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 SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SOPYX (8.47B). DODGX (1.40) and SOPYX (1.35) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (60 years) vs SOPYX (29 years). SOPYX (0.73) is less costly to investors than DODGX (0.51). SOPYX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SOPYX: DODGX (2500) vs SOPYX (1000000). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. SOPYX (5.34). DODGX return over 5 years is better than : 72.42 vs. SOPYX (45.62).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | 0.51 | 0.73 | 70% |
| Annual Report Gross Expense Ratio | 0.51 | 0.73 | 70% |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | 3.642 | 3.944 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.47B | 1,345% |
| Annual Yield % from dividends | 1.40 | 1.35 | 104% |
| Returns for 1 year | 5.93 | 5.34 | 111% |
| Returns for 3 years | 28.15 | 22.28 | 126% |
| Returns for 5 years | 72.42 | 45.62 | 159% |
| Returns for 10 years | 53.93 | 74.24 | 73% |
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