Interact to see
Advertisement
Advertisement
SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$32.00
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SOPYX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VIVAX commentary
Jul 08, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SOPYX (8.65B). VIVAX pays higher dividends than SOPYX: VIVAX (2.06) vs SOPYX (1.39). SOPYX was incepted earlier than VIVAX: SOPYX (29 years) vs VIVAX (33 years). SOPYX (0.73) is less costly to investors than VIVAX (0.17). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SOPYX: VIVAX (3000) vs SOPYX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. SOPYX (5.66). VIVAX return over 5 years is better than : 80.14 vs. SOPYX (45.04).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 4.327 | 6.209 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.39 | 2.06 | 67% |
| Returns for 1 year | 5.66 | 12.04 | 47% |
| Returns for 3 years | 20.51 | 35.16 | 58% |
| Returns for 5 years | 45.04 | 80.14 | 56% |
| Returns for 10 years | 79.10 | 115.74 | 68% |