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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$29.97
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SBPLX vs VIVAX Comparison Chart in %
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SBPLX vs. VIVAX commentary
Jul 07, 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 SBPLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SBPLX (8.65B). VIVAX pays higher dividends than SBPLX: VIVAX (2.06) vs SBPLX (0.53). SBPLX was incepted earlier than VIVAX: SBPLX (27 years) vs VIVAX (33 years). SBPLX (1.74) is less costly to investors than VIVAX (0.17). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). SBPLX has a lower initial minimum investment than VIVAX: SBPLX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. SBPLX (3.97). VIVAX return over 5 years is better than : 80.14 vs. SBPLX (36.26).
| SBPLX | VIVAX | SBPLX / VIVAX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.74 | 0.17 | 1,024% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 3.641 | 6.209 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.53 | 2.06 | 26% |
| Returns for 1 year | 3.97 | 12.04 | 33% |
| Returns for 3 years | 15.53 | 35.16 | 44% |
| Returns for 5 years | 36.26 | 80.14 | 45% |
| Returns for 10 years | 62.92 | 115.74 | 54% |