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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$32.12
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets8.64B
Vanguard Value Index Adm
Price$70.09
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets195.18B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Jul 31, 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: 195B vs. SOPYX (8.64B). 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 : 7.90 vs. SOPYX (3.96). VVIAX return over 5 years is better than : 73.78 vs. SOPYX (40.36).
| 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 | 4.718 | 6.183 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.64B | 195B | 4% |
| Annual Yield % from dividends | 1.39 | 2.18 | 64% |
| Returns for 1 year | 3.96 | 7.90 | 50% |
| Returns for 3 years | 15.77 | 29.92 | 53% |
| Returns for 5 years | 40.36 | 73.78 | 55% |
| Returns for 10 years | 78.07 | 114.00 | 68% |
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