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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$32.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.87B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SOPYX vs VIVAX Comparison Chart in %
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SOPYX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SOPYX (8.87B). VIVAX pays higher dividends than SOPYX: VIVAX (1.99) vs SOPYX (1.34). 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 : 7.74 vs. SOPYX (4.54). VIVAX return over 5 years is better than : 70.18 vs. SOPYX (37.75).
| 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 | 7.424 | 7.845 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 203B | 4% |
| Annual Yield % from dividends | 1.34 | 1.99 | 67% |
| Returns for 1 year | 4.54 | 7.74 | 59% |
| Returns for 3 years | 23.82 | 36.63 | 65% |
| Returns for 5 years | 37.75 | 70.18 | 54% |
| Returns for 10 years | 94.92 | 131.64 | 72% |
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