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SOPAX vs VFFSX
SOPAX vs VFFSX Comparison
Open Charts SOPAX vs VFFSX
ClearBridge Dividend Strategy A
Price$31.46
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets8.86B
Vanguard 500 Index Institutional Select
Price$318.54
Change+$0.69 (+0.22%)
VolumeN/A
Net Assets1.37T
SOPAX vs VFFSX Comparison Chart in %
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SOPAX vs. VFFSX commentary
Sep 09, 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 SOPAX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. SOPAX (8.86B). VFFSX (1.18) and SOPAX (1.16) have matching dividends . SOPAX was incepted earlier than VFFSX: SOPAX (33 years) vs VFFSX (9 years). SOPAX (1.00) is less costly to investors than VFFSX (0.01). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VFFSX (2.00). SOPAX has a lower initial minimum investment than VFFSX: SOPAX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 17.87 vs. SOPAX (3.86). VFFSX return over 5 years is better than : 89.31 vs. SOPAX (34.52).
| SOPAX | VFFSX | SOPAX / VFFSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 7.134 | 10.485 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 1.37T | 1% |
| Annual Yield % from dividends | 1.16 | 1.18 | 99% |
| Returns for 1 year | 3.86 | 17.87 | 22% |
| Returns for 3 years | 21.84 | 65.99 | 33% |
| Returns for 5 years | 34.52 | 89.31 | 39% |
| Returns for 10 years | 87.84 | N/A | - |
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