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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$32.10
Change+$0.28 (+0.88%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SOPAX (8.94B). VVIAX pays higher dividends than SOPAX: VVIAX (2.04) vs SOPAX (1.09). 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 : 6.10 vs. SOPAX (-1.70). VVIAX return over 5 years is better than : 60.40 vs. SOPAX (27.89).
| 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 | 9.303 | 12.640 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 1.09 | 2.04 | 53% |
| Returns for 1 year | -1.70 | 6.10 | -28% |
| Returns for 3 years | 16.22 | 30.82 | 53% |
| Returns for 5 years | 27.89 | 60.40 | 46% |
| Returns for 10 years | 81.00 | 128.90 | 63% |
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