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SOPAX vs VVIAX
SOPAX vs VVIAX Comparison
Open Charts SOPAX vs VVIAX
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.
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).
| 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 | 4.109 | 6.198 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | 5.00 | 12.03 | 42% |
| Returns for 3 years | 18.62 | 35.17 | 53% |
| Returns for 5 years | 41.66 | 80.13 | 52% |
| Returns for 10 years | 72.67 | 115.67 | 63% |
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