Interact to see
Advertisement
Advertisement
SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.29
Change-$1.58 (-4.96%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SOPAX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPAX vs. VVIAX commentary
Feb 04, 2026
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SOPAX (9.13B). VVIAX pays higher dividends than SOPAX: VVIAX (1.95) vs SOPAX (1.16). SOPAX was incepted earlier than VVIAX: SOPAX (33 years) vs VVIAX (25 years). SOPAX (1.00) is less costly to investors than VVIAX (0.05). SOPAX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). SOPAX has a lower initial minimum investment than VVIAX: SOPAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 15.08 vs. SOPAX (1.00). VVIAX return over 5 years is better than : 66.27 vs. SOPAX (19.16).
| SOPAX | VVIAX | SOPAX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 3.733 | 5.999 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 1.16 | 1.95 | 60% |
| Returns for 1 year | 1.00 | 15.08 | 7% |
| Returns for 3 years | 14.84 | 41.04 | 36% |
| Returns for 5 years | 19.16 | 66.27 | 29% |
| Returns for 10 years | 80.45 | 167.18 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ASHS | 42.72 | 0.83 | +1.98% |
| Xtrackers Harvest CSI 500 CHN A SmCp ETF | |||
| MQY | 11.78 | 0.05 | +0.43% |
| Blackrock Muni Yield Quality Fund | |||
| IWF | 459.18 | -8.30 | -1.78% |
| iShares Russell 1000 Growth ETF | |||
| BITW | 50.29 | -1.06 | -2.06% |
| Bitwise 10 Crypto Index ETF | |||
| BCHP | 35.70 | -1.21 | -3.28% |
| Principal Focused Blue Chip ETF | |||