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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$32.03
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SOPYX vs VVIAX Comparison Chart
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SOPYX vs. VVIAX commentary
Jun 16, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SOPYX (8.47B). VVIAX pays higher dividends than SOPYX: VVIAX (2.28) vs SOPYX (1.35). SOPYX was incepted earlier than VVIAX: SOPYX (29 years) vs VVIAX (25 years). SOPYX (0.73) is less costly to investors than VVIAX (0.05). SOPYX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SOPYX: VVIAX (3000) vs SOPYX (1000000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. SOPYX (5.34). VVIAX return over 5 years is better than : 72.56 vs. SOPYX (45.62).
| SOPYX | VVIAX | SOPYX / VVIAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 0.73 | 0.05 | 1,460% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 3.944 | 2.436 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.35 | 2.28 | 59% |
| Returns for 1 year | 5.34 | 8.01 | 67% |
| Returns for 3 years | 22.28 | 32.19 | 69% |
| Returns for 5 years | 45.62 | 72.56 | 63% |
| Returns for 10 years | 74.24 | 103.54 | 72% |
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