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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$33.03
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Nov 14, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SOPYX (8.93B). VVIAX pays higher dividends than SOPYX: VVIAX (2.09) vs SOPYX (1.30). SOPYX was incepted earlier than VVIAX: SOPYX (30 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 : 5.48 vs. SOPYX (-1.71). VVIAX return over 5 years is better than : 64.69 vs. SOPYX (32.61).
| 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 | 30 years | 25 years | - |
| Gain YTD | 7.973 | 10.852 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.30 | 2.09 | 62% |
| Returns for 1 year | -1.71 | 5.48 | -31% |
| Returns for 3 years | 21.04 | 32.94 | 64% |
| Returns for 5 years | 32.61 | 64.69 | 50% |
| Returns for 10 years | 87.06 | 128.99 | 67% |
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