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DODGX vs SOPYX
DODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYX
ClearBridge Dividend Strategy I
Price$32.12
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets8.64B
DODGX vs SOPYX Comparison Chart in %
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DODGX vs. SOPYX commentary
Jul 31, 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: 117B vs. SOPYX (8.64B). SOPYX (1.39) and DODGX (1.38) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (61 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). SOPYX annual gain was more profitable for investors over the last year : 3.96 vs. DODGX (3.40). DODGX return over 5 years is better than : 72.91 vs. SOPYX (40.36).
| DODGX | SOPYX | DODGX / SOPYX | |
| Total Expense Ratio | 0.51 | 0.73 | 70% |
| Annual Report Gross Expense Ratio | 0.51 | 0.73 | 70% |
| Fund Existence | 61 years | 29 years | - |
| Gain YTD | 6.601 | 4.718 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.64B | 1,354% |
| Annual Yield % from dividends | 1.38 | 1.39 | 99% |
| Returns for 1 year | 3.40 | 3.96 | 86% |
| Returns for 3 years | 25.45 | 15.77 | 161% |
| Returns for 5 years | 72.91 | 40.36 | 181% |
| Returns for 10 years | 59.88 | 78.07 | 77% |
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