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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$30.68
Change-$0.23 (-0.74%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SOPAX vs VIVIX Comparison Chart
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SOPAX vs. VIVIX commentary
Jun 15, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SOPAX (8.47B). VIVIX pays higher dividends than SOPAX: VIVIX (2.29) vs SOPAX (1.15). SOPAX was incepted earlier than VIVIX: SOPAX (33 years) vs VIVIX (27 years). SOPAX (1.00) is less costly to investors than VIVIX (0.04). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). SOPAX has a lower initial minimum investment than VIVIX: SOPAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. SOPAX (4.73). VIVIX return over 5 years is better than : 72.56 vs. SOPAX (42.37).
| SOPAX | VIVIX | SOPAX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 3.810 | 2.452 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.15 | 2.29 | 50% |
| Returns for 1 year | 4.73 | 8.01 | 59% |
| Returns for 3 years | 20.40 | 32.19 | 63% |
| Returns for 5 years | 42.37 | 72.56 | 58% |
| Returns for 10 years | 68.19 | 103.54 | 66% |
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