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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$33.55
Change+$0.30 (+0.90%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SOPYX vs VIVAX Comparison Chart in %
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SOPYX vs. VIVAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SOPYX (8.94B). VIVAX pays higher dividends than SOPYX: VIVAX (1.93) vs SOPYX (1.27). SOPYX was incepted earlier than VIVAX: SOPYX (30 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 : 6.09 vs. SOPYX (-1.06). VIVAX return over 5 years is better than : 60.36 vs. SOPYX (30.98).
| SOPYX | VIVAX | SOPYX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 9.672 | 12.616 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 1.27 | 1.93 | 66% |
| Returns for 1 year | -1.06 | 6.09 | -17% |
| Returns for 3 years | 18.12 | 30.80 | 59% |
| Returns for 5 years | 30.98 | 60.36 | 51% |
| Returns for 10 years | 87.90 | 128.96 | 68% |
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