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SBPLX vs VIVAX
SBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAX
ClearBridge Dividend Strategy C
Price$30.46
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index I
Price$70.67
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets195.81B
SBPLX vs VIVAX Comparison Chart in %
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SBPLX vs. VIVAX commentary
Aug 20, 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: 196B vs. SBPLX (8.78B). 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 : 7.37 vs. SBPLX (2.28). VIVAX return over 5 years is better than : 71.84 vs. SBPLX (29.17).
| 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 | 5.336 | 7.027 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 0.53 | 2.06 | 26% |
| Returns for 1 year | 2.28 | 7.37 | 31% |
| Returns for 3 years | 9.45 | 27.63 | 34% |
| Returns for 5 years | 29.17 | 71.84 | 41% |
| Returns for 10 years | 73.55 | 128.55 | 57% |
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