Interact to see
Advertisement
Advertisement
SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$32.00
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SOPYX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOPYX vs. VVIAX commentary
Jul 08, 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 (8.65B). VVIAX pays higher dividends than SOPYX: VVIAX (2.18) vs SOPYX (1.39). 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 : 12.03 vs. SOPYX (5.66). VVIAX return over 5 years is better than : 80.13 vs. SOPYX (45.04).
| 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 | 4.327 | 6.198 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.39 | 2.18 | 64% |
| Returns for 1 year | 5.66 | 12.03 | 47% |
| Returns for 3 years | 20.51 | 35.17 | 58% |
| Returns for 5 years | 45.04 | 80.13 | 56% |
| Returns for 10 years | 79.10 | 115.67 | 68% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SWAN | 30.64 | 0.02 | +0.07% |
| Amplify BlackSwan Gr & Trsry Cor ETF | |||
| FKU | 46.18 | N/A | N/A |
| First Trust United Kingdom AlphaDEX® ETF | |||
| BILD | 26.91 | N/A | N/A |
| Macquarie Global Listed Infras ETF | |||
| MMIT | 23.80 | -0.02 | -0.08% |
| NYLI MacKay Muni Intermediate ETF | |||
| QLTI | 25.89 | -0.03 | -0.12% |
| GMO International Quality ETF | |||