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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$30.68
Change-$0.23 (-0.74%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SOPAX vs VVIAX Comparison Chart
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SOPAX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SOPAX (8.47B). VVIAX pays higher dividends than SOPAX: VVIAX (2.28) vs SOPAX (1.15). 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 : 8.01 vs. SOPAX (4.73). VVIAX return over 5 years is better than : 72.56 vs. SOPAX (42.37).
| 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 | 3.810 | 2.436 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.15 | 2.28 | 51% |
| Returns for 1 year | 4.73 | 8.01 | 59% |
| Returns for 3 years | 20.40 | 32.19 | 63% |
| Returns for 5 years | 42.37 | 72.56 | 58% |
| Returns for 10 years | 68.19 | 103.54 | 66% |
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