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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$30.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SBPLX vs VIVAX Comparison Chart in %
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SBPLX vs. VIVAX commentary
Jul 27, 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: 195B vs. SBPLX (8.7B). 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 : 9.76 vs. SBPLX (4.23). VIVAX return over 5 years is better than : 74.87 vs. SBPLX (33.02).
| 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 | 4.402 | 6.724 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 0.53 | 2.06 | 26% |
| Returns for 1 year | 4.23 | 9.76 | 43% |
| Returns for 3 years | 14.73 | 34.31 | 43% |
| Returns for 5 years | 33.02 | 74.87 | 44% |
| Returns for 10 years | 63.44 | 116.32 | 55% |
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