Interact to see
Advertisement
Advertisement
SOPYX vs VSTSX
SOPYX vs VSTSX Comparison
Open Charts SOPYX vs VSTSX
ClearBridge Dividend Strategy I
Price$30.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.58
Change-$0.18 (-0.06%)
VolumeN/A
Net Assets2.06T
SOPYX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. SOPYX (8.98B). SOPYX pays higher dividends than VSTSX: SOPYX (1.27) vs VSTSX (1.12). SOPYX was incepted earlier than VSTSX: SOPYX (30 years) vs VSTSX (10 years). SOPYX (0.73) is less costly to investors than VSTSX (0.01). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). SOPYX has a lower initial minimum investment than VSTSX: SOPYX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 14.34 vs. SOPYX (-0.57). VSTSX return over 5 years is better than : 76.84 vs. SOPYX (21.01).
| SOPYX | VSTSX | SOPYX / VSTSX | |
| Total Expense Ratio | 0.73 | 0.01 | 7,300% |
| Annual Report Gross Expense Ratio | 0.73 | 0.01 | 7,300% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 0.846 | 17.321 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 2.06T | 0% |
| Annual Yield % from dividends | 1.27 | 1.12 | 113% |
| Returns for 1 year | -0.57 | 14.34 | -4% |
| Returns for 3 years | 15.76 | 78.80 | 20% |
| Returns for 5 years | 21.01 | 76.84 | 27% |
| Returns for 10 years | 73.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement