SOPYX
Price
$33.28
Change
+$0.20 (+0.60%)
Updated
Oct 17 closing price
Net Assets
8.94B
VIVIX
Price
$72.41
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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SOPYX vs VIVIX

Header iconSOPYX vs VIVIX Comparison
Open Charts SOPYX vs VIVIXBanner chart's image
ClearBridge Dividend Strategy I
Price$33.28
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.41
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SOPYX vs VIVIX Comparison Chart in %
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SOPYX vs. VIVIX commentary
Oct 19, 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 Hold and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SOPYX (8.94B). VIVIX pays higher dividends than SOPYX: VIVIX (2.09) vs SOPYX (1.28). SOPYX was incepted earlier than VIVIX: SOPYX (30 years) vs VIVIX (27 years). SOPYX (0.73) is less costly to investors than VIVIX (0.04). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). SOPYX has a lower initial minimum investment than VIVIX: SOPYX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.64 vs. SOPYX (-0.20). VIVIX return over 5 years is better than : 71.78 vs. SOPYX (37.78).
SOPYXVIVIXSOPYX / VIVIX
Total Expense Ratio0.730.041,825%
Annual Report Gross Expense Ratio0.730.041,825%
Fund Existence30 years27 years-
Gain YTD8.7909.74890%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B208B4%
Annual Yield % from dividends1.282.0961%
Returns for 1 year-0.204.64-4%
Returns for 3 years31.5242.9873%
Returns for 5 years37.7871.7853%
Returns for 10 years89.92129.4069%
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