SOPAX
Price
$30.64
Change
+$0.17 (+0.56%)
Updated
Jul 3 closing price
Net Assets
8.65B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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SOPAX vs VVIAX

Header iconSOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAXBanner chart's image
ClearBridge Dividend Strategy A
Price$30.64
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SOPAX (8.65B). VVIAX pays higher dividends than SOPAX: VVIAX (2.18) vs SOPAX (1.20). 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 : 12.03 vs. SOPAX (5.00). VVIAX return over 5 years is better than : 80.13 vs. SOPAX (41.66).
SOPAXVVIAXSOPAX / VVIAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence33 years25 years-
Gain YTD4.1096.19866%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.65B189B5%
Annual Yield % from dividends1.202.1855%
Returns for 1 year5.0012.0342%
Returns for 3 years18.6235.1753%
Returns for 5 years41.6680.1352%
Returns for 10 years72.67115.6763%
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