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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$31.61
Change-$0.36 (-1.13%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Nov 14, 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: 208B vs. SOPAX (8.93B). VIVAX pays higher dividends than SOPAX: VIVAX (1.98) vs SOPAX (1.12). 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 : 5.48 vs. SOPAX (-2.34). VIVAX return over 5 years is better than : 64.67 vs. SOPAX (29.43).
| 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 | 7.634 | 10.844 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.12 | 1.98 | 56% |
| Returns for 1 year | -2.34 | 5.48 | -43% |
| Returns for 3 years | 19.12 | 32.94 | 58% |
| Returns for 5 years | 29.43 | 64.67 | 46% |
| Returns for 10 years | 80.18 | 129.02 | 62% |
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