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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$33.28
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SOPYX (8.94B). VVIAX pays higher dividends than SOPYX: VVIAX (2.08) vs SOPYX (1.28). 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 : 4.64 vs. SOPYX (-0.20). VVIAX return over 5 years is better than : 71.80 vs. SOPYX (37.78).
| 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 | 8.790 | 9.746 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 1.28 | 2.08 | 61% |
| Returns for 1 year | -0.20 | 4.64 | -4% |
| Returns for 3 years | 31.52 | 43.00 | 73% |
| Returns for 5 years | 37.78 | 71.80 | 53% |
| Returns for 10 years | 89.92 | 129.42 | 69% |
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