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SOPYX vs VIVAX
SOPYX vs VIVAX Comparison
Open Charts SOPYX vs VIVAX
ClearBridge Dividend Strategy I
Price$31.80
Change-$1.49 (-4.48%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SOPYX vs VIVAX Comparison Chart in %
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SOPYX vs. VIVAX commentary
Feb 04, 2026
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: 218B vs. SOPYX (9.13B). VIVAX pays higher dividends than SOPYX: VIVAX (1.84) 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 : 15.07 vs. SOPYX (1.81). VIVAX return over 5 years is better than : 66.25 vs. SOPYX (22.70).
| 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 | 3.786 | 5.998 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 1.34 | 1.84 | 73% |
| Returns for 1 year | 1.81 | 15.07 | 12% |
| Returns for 3 years | 17.09 | 41.03 | 42% |
| Returns for 5 years | 22.70 | 66.25 | 34% |
| Returns for 10 years | 88.16 | 167.20 | 53% |
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