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SOPYX vs VFFSX
SOPYX vs VFFSX Comparison
Open Charts SOPYX vs VFFSX
ClearBridge Dividend Strategy I
Price$32.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.87B
Vanguard 500 Index Institutional Select
Price$317.85
Change-$0.97 (-0.30%)
VolumeN/A
Net Assets1.37T
SOPYX vs VFFSX Comparison Chart in %
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SOPYX vs. VFFSX commentary
Sep 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 SOPYX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. SOPYX (8.87B). SOPYX pays higher dividends than VFFSX: SOPYX (1.34) vs VFFSX (1.18). SOPYX was incepted earlier than VFFSX: SOPYX (30 years) vs VFFSX (9 years). SOPYX (0.73) is less costly to investors than VFFSX (0.01). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VFFSX (2.00). SOPYX has a lower initial minimum investment than VFFSX: SOPYX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 17.87 vs. SOPYX (4.54). VFFSX return over 5 years is better than : 89.31 vs. SOPYX (37.75).
| SOPYX | VFFSX | SOPYX / VFFSX | |
| Total Expense Ratio | 0.73 | 0.01 | 7,300% |
| Annual Report Gross Expense Ratio | 0.73 | 0.01 | 7,300% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 7.424 | 10.485 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 1.37T | 1% |
| Annual Yield % from dividends | 1.34 | 1.18 | 114% |
| Returns for 1 year | 4.54 | 17.87 | 25% |
| Returns for 3 years | 23.82 | 65.99 | 36% |
| Returns for 5 years | 37.75 | 89.31 | 42% |
| Returns for 10 years | 94.92 | N/A | - |
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