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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$31.15
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SBPLX vs VVIAX Comparison Chart in %
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SBPLX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SBPLX (8.94B). VVIAX pays higher dividends than SBPLX: VVIAX (2.08) vs SBPLX (0.45). SBPLX was incepted earlier than VVIAX: SBPLX (27 years) vs VVIAX (25 years). SBPLX (1.74) is less costly to investors than VVIAX (0.05). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). SBPLX has a lower initial minimum investment than VVIAX: SBPLX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.64 vs. SBPLX (-1.77). VVIAX return over 5 years is better than : 71.80 vs. SBPLX (29.09).
| SBPLX | VVIAX | SBPLX / VVIAX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.74 | 0.05 | 3,480% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 7.749 | 9.746 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 0.45 | 2.08 | 21% |
| Returns for 1 year | -1.77 | 4.64 | -38% |
| Returns for 3 years | 26.07 | 43.00 | 61% |
| Returns for 5 years | 29.09 | 71.80 | 41% |
| Returns for 10 years | 72.26 | 129.42 | 56% |
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