SOPAX
Price
$31.86
Change
+$0.20 (+0.63%)
Updated
Oct 17 closing price
Net Assets
8.94B
VVIAX
Price
$72.42
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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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$31.86
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SOPAX vs VVIAX Comparison Chart in %
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SOPAX vs. VVIAX commentary
Oct 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 Hold and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SOPAX (8.94B). VVIAX pays higher dividends than SOPAX: VVIAX (2.08) vs SOPAX (1.10). 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 : 4.64 vs. SOPAX (-0.81). VVIAX return over 5 years is better than : 71.80 vs. SOPAX (34.54).
SOPAXVVIAXSOPAX / VVIAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence33 years25 years-
Gain YTD8.4859.74687%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B208B4%
Annual Yield % from dividends1.102.0853%
Returns for 1 year-0.814.64-18%
Returns for 3 years29.4843.0069%
Returns for 5 years34.5471.8048%
Returns for 10 years82.94129.4264%
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