SOPAX
Price
$31.86
Change
+$0.20 (+0.63%)
Updated
Oct 17 closing price
Net Assets
8.94B
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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SOPAX vs VIVAX

Header iconSOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAXBanner chart's image
ClearBridge Dividend Strategy A
Price$31.86
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Oct 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 Hold and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SOPAX (8.94B). VIVAX pays higher dividends than SOPAX: VIVAX (1.97) vs SOPAX (1.10). 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 : 4.63 vs. SOPAX (-0.81). VIVAX return over 5 years is better than : 71.78 vs. SOPAX (34.54).
SOPAXVIVAXSOPAX / VIVAX
Total Expense Ratio1.000.17588%
Annual Report Gross Expense Ratio1.000.17588%
Fund Existence33 years33 years-
Gain YTD8.4859.73887%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B208B4%
Annual Yield % from dividends1.101.9756%
Returns for 1 year-0.814.63-18%
Returns for 3 years29.4842.9969%
Returns for 5 years34.5471.7848%
Returns for 10 years82.94129.4564%
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