Interact to see
Advertisement
Advertisement
SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$31.46
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
SOPAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPAX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SOPAX (8.86B). VIVAX pays higher dividends than SOPAX: VIVAX (1.99) vs SOPAX (1.16). 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 : 7.74 vs. SOPAX (3.86). VIVAX return over 5 years is better than : 70.18 vs. SOPAX (34.52).
| 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 | 7.134 | 7.845 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 203B | 4% |
| Annual Yield % from dividends | 1.16 | 1.99 | 58% |
| Returns for 1 year | 3.86 | 7.74 | 50% |
| Returns for 3 years | 21.84 | 36.63 | 60% |
| Returns for 5 years | 34.52 | 70.18 | 49% |
| Returns for 10 years | 87.84 | 131.64 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement