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SOPYX vs VVIAX
SOPYX vs VVIAX Comparison
Open Charts SOPYX vs VVIAX
ClearBridge Dividend Strategy I
Price$31.80
Change-$1.49 (-4.48%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SOPYX vs VVIAX Comparison Chart in %
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SOPYX vs. VVIAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SOPYX (9.13B). VVIAX pays higher dividends than SOPYX: VVIAX (1.95) vs SOPYX (1.34). 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 : 15.08 vs. SOPYX (1.81). VVIAX return over 5 years is better than : 66.27 vs. SOPYX (22.70).
| 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 | 3.786 | 5.999 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 1.34 | 1.95 | 69% |
| Returns for 1 year | 1.81 | 15.08 | 12% |
| Returns for 3 years | 17.09 | 41.04 | 42% |
| Returns for 5 years | 22.70 | 66.27 | 34% |
| Returns for 10 years | 88.16 | 167.18 | 53% |
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