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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$30.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Jul 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 SOPAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SOPAX (8.7B). VIVAX pays higher dividends than SOPAX: VIVAX (2.06) vs SOPAX (1.20). SOPAX was incepted earlier than VIVAX: SOPAX (33 years) vs VIVAX (33 years). SOPAX (1.00) is less costly to investors than VIVAX (0.17). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). SOPAX has a lower initial minimum investment than VIVAX: SOPAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. SOPAX (5.21). VIVAX return over 5 years is better than : 74.87 vs. SOPAX (38.27).
| SOPAX | VIVAX | SOPAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 4.891 | 6.724 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 5.21 | 9.76 | 53% |
| Returns for 3 years | 17.77 | 34.31 | 52% |
| Returns for 5 years | 38.27 | 74.87 | 51% |
| Returns for 10 years | 73.16 | 116.32 | 63% |
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