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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$31.61
Change-$0.36 (-1.13%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SOPAX vs VIVIX Comparison Chart in %
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SOPAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SOPAX (8.93B). VIVIX pays higher dividends than SOPAX: VIVIX (2.10) vs SOPAX (1.12). 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 : 6.69 vs. SOPAX (-1.32). VIVIX return over 5 years is better than : 66.36 vs. SOPAX (30.90).
| 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 | 8.860 | 11.991 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.12 | 2.10 | 53% |
| Returns for 1 year | -1.32 | 6.69 | -20% |
| Returns for 3 years | 19.48 | 33.49 | 58% |
| Returns for 5 years | 30.90 | 66.36 | 47% |
| Returns for 10 years | 85.02 | 134.98 | 63% |
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