ClearBridge Dividend Strategy Fund (SOPAX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SOPAX

SOPAX charges 1.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SOPAX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SOPAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SOPAX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SOPAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SOPAX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SOPAX vs SSSYX

Best Risk-Adjusted Alternatives to SOPAX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SOPAX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SOPAX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SOPAX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SOPAX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SOPAX vs DHAMX

Top Performing SOPAX Alternatives (YTD)

SOPAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SOPAX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SOPAX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SOPAX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SOPAX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SOPAX vs RCKSX

Lowest Volatility Alternatives to SOPAX

SOPAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SOPAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SOPAX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SOPAX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SOPAX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SOPAX vs QUERX

Lowest Drawdown Alternatives to SOPAX

SOPAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SOPAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SOPAX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SOPAX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SOPAX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SOPAX vs GQEIX

Other Mutual Funds from Franklin Templeton

Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	21	-15.24%	Jan 2, 1968	SOPAX vs FKDNX
FKRCX	Franklin Gold and Precious Metals Fund	Precious Metals	94	-2.21%	May 18, 1969	SOPAX vs FKRCX
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	82	2.15%	—	SOPAX vs FKINX
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	30	-8.53%	Apr 1, 1948	SOPAX vs FKGRX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	28	-4.58%	Jan 14, 1987	SOPAX vs FRDPX
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	42	20.88%	Jun 10, 2011	SOPAX vs EMO
SBLGX	ClearBridge Large Cap Growth Fund	Large Cap Growth Equities	7	-12.79%	Aug 29, 1997	SOPAX vs SBLGX
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	18	-10.22%	Oct 24, 1983	SOPAX vs SHRAX
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	86	2.21%	Aug 28, 1997	SOPAX vs FRIAX
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	35	-6.24%	Mar 10, 1970	SOPAX vs SHAPX

Often Compared With SOPAX

What investors most often compare with SOPAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	SOPAX vs SWPPX
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	69	1.57%	Jun 10, 2014	SOPAX vs DGRO
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SOPAX vs FXAIX
DON	WisdomTree US MidCap Dividend ETF	Small Cap Blend Equities, Dividend	29	2.25%	Jun 16, 2006	SOPAX vs DON
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	-11.82%	Jan 5, 1967	SOPAX vs AMCPX
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	23	-4.45%	Feb 1, 2017	SOPAX vs AFVLX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	80	4.46%	May 1, 2012	SOPAX vs IDIVX
NOC	Northrop Grumman Corporation		78	20.03%	—	SOPAX vs NOC
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	-5.27%	Jul 31, 1952	SOPAX vs AWSHX
SDY	SPDR S&P Dividend ETF	Mid Cap Value Equities, Dividend	45	5.51%	Nov 15, 2005	SOPAX vs SDY
VYM	Vanguard High Dividend Yield ETF	Dividend	72	3.80%	Feb 7, 2019	SOPAX vs VYM
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	SOPAX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SOPAX vs VOO
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.28%	Mar 15, 2019	SOPAX vs TANDX
VIG	Vanguard Dividend Appreciation ETF	Dividend	55	-1.77%	Dec 19, 2013	SOPAX vs VIG
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	38	-3.06%	Feb 21, 1950	SOPAX vs RMFGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	54	-11.15%	Dec 31, 1987	SOPAX vs FBGRX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	SOPAX vs VITPX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	SOPAX vs VUG
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	SOPAX vs VTI

Compare SOPAX with Any Fund or Stock

Compare SOPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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ClearBridge Dividend Strategy Fund

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