ClearBridge Dividend Strategy Fund (SOPAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SOPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SOPAX
SOPAX charges 1.02% annually. There are 319 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SOPAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SOPAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SOPAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SOPAX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | SOPAX vs VSMPX |
Best Risk-Adjusted Alternatives to SOPAX
SOPAX has a PortfoliosLab risk / return rank of 30. There are 325 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | SOPAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | SOPAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SOPAX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | SOPAX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | SOPAX vs DHAMX |
Top Performing SOPAX Alternatives (YTD)
SOPAX is at 5.49% YTD. There are 345 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | SOPAX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | SOPAX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | SOPAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | SOPAX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | SOPAX vs ALSMX |
Lowest Volatility Alternatives to SOPAX
SOPAX has 9.28% 1-year volatility. There are 10 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | SOPAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | SOPAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | SOPAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | SOPAX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | SOPAX vs FULVX |
Lowest Drawdown Alternatives to SOPAX
SOPAX has a 1-year max drawdown of -8.04%. There are 48 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SOPAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SOPAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SOPAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SOPAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SOPAX vs QUERX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.02% | — | Jan 1968 | SOPAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 47 | 5.59% | — | May 1969 | SOPAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | SOPAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | 7.40% | — | Apr 1948 | SOPAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 16.06% | — | Jun 2011 | SOPAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.36% | — | Jan 1987 | SOPAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | 6.54% | — | Aug 1997 | SOPAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 4.12% | — | Oct 1983 | SOPAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | SOPAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 38 | 6.10% | — | Mar 1970 | SOPAX vs SHAPX |
Often Compared With SOPAX
Investors most often compare SOPAX with SWPPX, DGRO, DON. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SOPAX with Any Fund or Stock
Compare SOPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOPAX with funds that move differently
ClearBridge Dividend Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOPAX.
Explore SOPAX Diversifiers