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SOPAX vs VIVAX
SOPAX vs VIVAX Comparison
Open Charts SOPAX vs VIVAX
ClearBridge Dividend Strategy A
Price$32.44
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets9.03B
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
SOPAX vs VIVAX Comparison Chart in %
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SOPAX vs. VIVAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SOPAX (9.03B). VIVAX pays higher dividends than SOPAX: VIVAX (1.93) vs SOPAX (1.09). 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 : 10.16 vs. SOPAX (0.68). VIVAX return over 5 years is better than : 63.66 vs. SOPAX (30.12).
| 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 | 10.460 | 14.146 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 216B | 4% |
| Annual Yield % from dividends | 1.09 | 1.93 | 57% |
| Returns for 1 year | 0.68 | 10.16 | 7% |
| Returns for 3 years | 19.40 | 34.53 | 56% |
| Returns for 5 years | 30.12 | 63.66 | 47% |
| Returns for 10 years | 88.54 | 139.88 | 63% |
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