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SOPYX vs VSMPX
SOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPX
ClearBridge Dividend Strategy I
Price$30.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
SOPYX vs VSMPX Comparison Chart in %
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SOPYX vs. VSMPX commentary
Dec 28, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SOPYX (8.98B). SOPYX pays higher dividends than VSMPX: SOPYX (1.27) vs VSMPX (1.12). SOPYX was incepted earlier than VSMPX: SOPYX (30 years) vs VSMPX (11 years). SOPYX (0.73) is less costly to investors than VSMPX (0.02). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). SOPYX has a lower initial minimum investment than VSMPX: SOPYX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.34 vs. SOPYX (-0.57). VSMPX return over 5 years is better than : 76.80 vs. SOPYX (21.01).
| SOPYX | VSMPX | SOPYX / VSMPX | |
| Total Expense Ratio | 0.73 | 0.02 | 3,650% |
| Annual Report Gross Expense Ratio | 0.73 | 0.02 | 3,650% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 0.846 | 17.322 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 2.06T | 0% |
| Annual Yield % from dividends | 1.27 | 1.12 | 114% |
| Returns for 1 year | -0.57 | 14.34 | -4% |
| Returns for 3 years | 15.76 | 78.77 | 20% |
| Returns for 5 years | 21.01 | 76.80 | 27% |
| Returns for 10 years | 73.64 | 222.37 | 33% |
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