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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$31.16
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Aug 19, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SOPAX (8.78B). 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 : 7.90 vs. SOPAX (4.20). VIVAX return over 5 years is better than : 68.56 vs. SOPAX (33.70).
| 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 | 5.876 | 6.512 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 4.20 | 7.90 | 53% |
| Returns for 3 years | 11.12 | 25.93 | 43% |
| Returns for 5 years | 33.70 | 68.56 | 49% |
| Returns for 10 years | 74.25 | 114.64 | 65% |
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