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SOPAX vs VIVIX
SOPAX vs VIVIX Comparison
Open Charts SOPAX vs VIVIX
ClearBridge Dividend Strategy A
Price$30.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SOPAX vs VIVIX Comparison Chart in %
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SOPAX vs. VIVIX commentary
Jul 28, 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: 195B vs. SOPAX (8.7B). 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 : 9.75 vs. SOPAX (5.21). VIVIX return over 5 years is better than : 74.87 vs. SOPAX (38.27).
| 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 | 4.891 | 6.730 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 1.20 | 2.19 | 55% |
| Returns for 1 year | 5.21 | 9.75 | 53% |
| Returns for 3 years | 17.77 | 34.32 | 52% |
| Returns for 5 years | 38.27 | 74.87 | 51% |
| Returns for 10 years | 73.16 | 116.26 | 63% |
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