Interact to see
Advertisement
Advertisement
SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$31.36
Change+$0.27 (+0.87%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SBPLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VVIAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SBPLX (8.94B). VVIAX pays higher dividends than SBPLX: VVIAX (2.04) vs SBPLX (0.44). 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 : 4.76 vs. SBPLX (-3.52). VVIAX return over 5 years is better than : 61.18 vs. SBPLX (23.03).
| 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 | 7.784 | 11.776 | 66% |
| 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 | 0.44 | 2.04 | 22% |
| Returns for 1 year | -3.52 | 4.76 | -74% |
| Returns for 3 years | 12.49 | 29.82 | 42% |
| Returns for 5 years | 23.03 | 61.18 | 38% |
| Returns for 10 years | 69.35 | 127.14 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement