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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$32.10
Change+$0.28 (+0.88%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SOPAX vs VIVIX Comparison Chart in %
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SOPAX vs. VIVIX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SOPAX (8.94B). VIVIX pays higher dividends than SOPAX: VIVIX (2.05) vs SOPAX (1.09). 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 : 6.12 vs. SOPAX (-1.70). VIVIX return over 5 years is better than : 60.40 vs. SOPAX (27.89).
| 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 | 9.303 | 12.658 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 1.09 | 2.05 | 53% |
| Returns for 1 year | -1.70 | 6.12 | -28% |
| Returns for 3 years | 16.22 | 30.82 | 53% |
| Returns for 5 years | 27.89 | 60.40 | 46% |
| Returns for 10 years | 81.00 | 128.90 | 63% |
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