Interact to see
Advertisement
Advertisement
SOPYX vs VSMPX
SOPYX vs VSMPX Comparison
Open Charts SOPYX vs VSMPX
ClearBridge Dividend Strategy I
Price$33.28
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
SOPYX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SOPYX (8.94B). SOPYX pays higher dividends than VSMPX: SOPYX (1.28) vs VSMPX (1.15). SOPYX was incepted earlier than VSMPX: SOPYX (30 years) vs VSMPX (10 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 : 13.81 vs. SOPYX (-0.20). VSMPX return over 5 years is better than : 84.96 vs. SOPYX (37.78).
| 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 | 10 years | - |
| Gain YTD | 8.790 | 13.029 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 2.02T | 0% |
| Annual Yield % from dividends | 1.28 | 1.15 | 112% |
| Returns for 1 year | -0.20 | 13.81 | -1% |
| Returns for 3 years | 31.52 | 76.12 | 41% |
| Returns for 5 years | 37.78 | 84.96 | 44% |
| Returns for 10 years | 89.92 | 215.53 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NMIAX | 30.16 | 0.17 | +0.57% |
| Columbia Large Cap Enhanced Core A | |||
| GTMTX | 22.70 | 0.07 | +0.31% |
| Goldman Sachs Small/Mid Cap Growth Inv | |||
| FGRAX | 52.52 | 0.11 | +0.21% |
| Franklin Growth Opportunities A | |||
| RGAGX | 88.16 | 0.18 | +0.20% |
| American Funds Growth Fund of Amer R6 | |||
| FLEKX | 12.76 | -0.03 | -0.23% |
| Victory Pioneer Equ Premium Income R6 | |||