SBPLX
Price
$31.15
Change
+$0.19 (+0.61%)
Updated
Oct 17 closing price
Net Assets
8.94B
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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SBPLX vs VIVAX

Header iconSBPLX vs VIVAX Comparison
Open Charts SBPLX vs VIVAXBanner chart's image
ClearBridge Dividend Strategy C
Price$31.15
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SBPLX vs VIVAX Comparison Chart in %
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SBPLX vs. VIVAX commentary
Oct 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 Hold and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SBPLX (8.94B). VIVAX pays higher dividends than SBPLX: VIVAX (1.97) vs SBPLX (0.45). 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 : 4.63 vs. SBPLX (-1.77). VIVAX return over 5 years is better than : 71.78 vs. SBPLX (29.09).
SBPLXVIVAXSBPLX / VIVAX
Total Expense Ratio1.740.171,024%
Annual Report Gross Expense Ratio1.740.171,024%
Fund Existence27 years33 years-
Gain YTD7.7499.73880%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B208B4%
Annual Yield % from dividends0.451.9723%
Returns for 1 year-1.774.63-38%
Returns for 3 years26.0742.9961%
Returns for 5 years29.0971.7841%
Returns for 10 years72.26129.4556%
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