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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
ClearBridge Dividend Strategy A
Price$31.16
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Aug 19, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SOPAX (8.78B). 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 : 7.91 vs. SOPAX (4.20). VVIAX return over 5 years is better than : 68.54 vs. SOPAX (33.70).
| 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 | 5.876 | 6.517 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | 4.20 | 7.91 | 53% |
| Returns for 3 years | 11.12 | 25.93 | 43% |
| Returns for 5 years | 33.70 | 68.54 | 49% |
| Returns for 10 years | 74.25 | 114.61 | 65% |
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