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SBPLX vs VVIAX
SBPLX vs VVIAX Comparison
Open Charts SBPLX vs VVIAX
ClearBridge Dividend Strategy C
Price$29.97
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SBPLX vs VVIAX Comparison Chart in %
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SBPLX vs. VVIAX commentary
Jul 07, 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: 189B vs. SBPLX (8.65B). VVIAX pays higher dividends than SBPLX: VVIAX (2.18) vs SBPLX (0.53). 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 : 12.03 vs. SBPLX (3.97). VVIAX return over 5 years is better than : 80.13 vs. SBPLX (36.26).
| 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 | 3.641 | 6.198 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.53 | 2.18 | 24% |
| Returns for 1 year | 3.97 | 12.03 | 33% |
| Returns for 3 years | 15.53 | 35.17 | 44% |
| Returns for 5 years | 36.26 | 80.13 | 45% |
| Returns for 10 years | 62.92 | 115.67 | 54% |
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