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SOPAX vs VSMPX
SOPAX vs VSMPX Comparison
Open Charts SOPAX vs VSMPX
ClearBridge Dividend Strategy A
Price$29.40
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
SOPAX vs VSMPX Comparison Chart in %
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SOPAX vs. VSMPX commentary
Dec 26, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SOPAX (8.98B). VSMPX (1.12) and SOPAX (1.09) have matching dividends . SOPAX was incepted earlier than VSMPX: SOPAX (33 years) vs VSMPX (11 years). SOPAX (1.00) is less costly to investors than VSMPX (0.02). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). SOPAX has a lower initial minimum investment than VSMPX: SOPAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. SOPAX (-1.22). VSMPX return over 5 years is better than : 76.89 vs. SOPAX (17.62).
| SOPAX | VSMPX | SOPAX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 0.109 | 17.382 | 1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 2.06T | 0% |
| Annual Yield % from dividends | 1.09 | 1.12 | 97% |
| Returns for 1 year | -1.22 | 14.43 | -8% |
| Returns for 3 years | 13.71 | 78.10 | 18% |
| Returns for 5 years | 17.62 | 76.89 | 23% |
| Returns for 10 years | 67.91 | 225.09 | 30% |
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