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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$31.10
Change+$0.24 (+0.78%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SBPLX vs VVIAX Comparison Chart in %
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SBPLX vs. VVIAX commentary
Sep 28, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SBPLX (8.94B). VVIAX pays higher dividends than SBPLX: VVIAX (2.10) vs SBPLX (0.51). 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 : 7.68 vs. SBPLX (0.89). VVIAX return over 5 years is better than : 81.82 vs. SBPLX (34.26).
| 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 | 7.549 | 10.243 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 0.51 | 2.10 | 24% |
| Returns for 1 year | 0.89 | 7.68 | 12% |
| Returns for 3 years | 29.51 | 50.25 | 59% |
| Returns for 5 years | 34.26 | 81.82 | 42% |
| Returns for 10 years | 84.35 | 147.68 | 57% |
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