SOPAX
Price
$30.64
Change
+$0.17 (+0.56%)
Updated
Jul 3 closing price
Net Assets
8.65B
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
Interact to see
Advertisement

SOPAX vs VIVIX

Header iconSOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIXBanner chart's image
ClearBridge Dividend Strategy A
Price$30.64
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SOPAX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SOPAX vs. VIVIX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SOPAX (8.65B). VIVIX pays higher dividends than SOPAX: VIVIX (2.19) vs SOPAX (1.20). 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 : 12.05 vs. SOPAX (5.00). VIVIX return over 5 years is better than : 80.14 vs. SOPAX (41.66).
SOPAXVIVIXSOPAX / VIVIX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence33 years27 years-
Gain YTD4.1096.21566%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.65B189B5%
Annual Yield % from dividends1.202.1955%
Returns for 1 year5.0012.0541%
Returns for 3 years18.6235.1753%
Returns for 5 years41.6680.1452%
Returns for 10 years72.67115.6863%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KD43.411.04
+2.45%
Kyndryl Holdings
FARM1.460.03
+2.10%
Farmer Brothers Company
NBN95.931.62
+1.72%
Northeast Bank
SCL59.250.44
+0.75%
Stepan Co
XXII6.50-0.46
-6.61%
22nd Century Group Inc