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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%.


Best Risk-Adjusted Alternatives to SOPAX

SOPAX has a PortfoliosLab risk / return rank of 31. There are 325 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing SOPAX Alternatives (YTD)

SOPAX is at 5.76% YTD. There are 344 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.


Lowest Volatility Alternatives to SOPAX

SOPAX has 9.27% 1-year volatility. There are 9 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.


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%.


Other Mutual Funds from Franklin Templeton

The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Schwab S&P 500 Index FundLarge Cap Blend Equities, S&P 500
73
11.69%
145.00BMay 1997SOPAX vs SWPPX
iShares Core Dividend Growth ETFLarge Cap Growth Equities, Dividend
71
8.76%
40.46BJun 2014SOPAX vs DGRO
WisdomTree US MidCap Dividend ETFMid Cap Value Equities, Dividend
31
7.24%
3.80BJun 2006SOPAX vs DON
Fidelity 500 Index FundS&P 500
73
11.71%
Feb 1988SOPAX vs FXAIX
Applied Finance Select FundLarge Cap Value Equities
55
11.52%
Feb 2017SOPAX vs AFVLX
American Funds AMCAP Fund Class ALarge Cap Growth Equities
27
6.34%
Jan 1967SOPAX vs AMCPX
SPDR S&P Dividend ETFMid Cap Value Equities, Dividend
33
7.49%
21.14BNov 2005SOPAX vs SDY
American Funds Washington Mutual Investors Fund Cl...Large Cap Blend Equities
38
5.89%
Jul 1952SOPAX vs AWSHX
Integrity Dividend Harvest FundLarge Cap Value Equities
94
16.77%
May 2012SOPAX vs IDIVX
Northrop Grumman Corporation
48
-7.04%
SOPAX vs NOC
Vanguard High Dividend Yield ETFDividend
77
12.47%
94.60BNov 2006SOPAX vs VYM
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011SOPAX vs SCHD
Castle Tandem FundLarge Cap Blend Equities
0
-13.18%
Mar 2019SOPAX vs TANDX
Pin Oak EquityLarge Cap Blend Equities
83
15.39%
Aug 1992SOPAX vs POGSX
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010SOPAX vs VOO
Fidelity Advisor Growth & Income Fund Class ZLarge Cap Blend Equities
59
7.66%
Mar 2025SOPAX vs FGJEX
Vanguard Dividend Appreciation ETFDividend
56
7.57%
124.70BApr 2006SOPAX vs VIG
American Mutual Fund Class R-6Large Cap Value Equities
42
6.79%
Feb 1950SOPAX vs RMFGX
Vanguard Growth ETFLarge Cap Growth Equities
43
9.49%
365.00BJan 2004SOPAX vs VUG
Fidelity Blue Chip Growth FundLarge Cap Growth Equities
75
18.56%
Dec 1987SOPAX vs FBGRX

Compare SOPAX with Any Fund or Stock

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


 

Diversifiers

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