ClearBridge Dividend Strategy Fund Class I (SOPYX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SOPYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SOPYX
SOPYX charges 0.73% annually. There are 13 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | SOPYX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | SOPYX vs VHYAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | SOPYX vs VDIGX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.50B | Mar 2016 | SOPYX vs VIHAX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | SOPYX vs CAIFX |
Best Risk-Adjusted Alternatives to SOPYX
SOPYX has a PortfoliosLab risk / return rank of 38. There are 24 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 89 | — | Apr 2015 | SOPYX vs FDGDX | |
| Fidelity Dividend Growth Fund | 87 | — | Apr 1993 | SOPYX vs FDGFX | |
| Pioneer Multi-Asset Income Fund A | 80 | — | Dec 2011 | SOPYX vs PMAIX | |
| Vanguard International High Dividend Yield Index F... | 80 | 20.50B | Mar 2016 | SOPYX vs VIHAX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 80 | 96.10B | Feb 2019 | SOPYX vs VHYAX |
Top Performing SOPYX Alternatives (YTD)
SOPYX is at 6.28% YTD. There are 22 mutual funds in the Dividend category with higher YTD returns, going as high as 18.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 18.52% | — | Apr 1993 | SOPYX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 18.15% | — | Apr 2015 | SOPYX vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 14.97% | — | Aug 1978 | SOPYX vs FINFX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 12.87% | — | Dec 2022 | SOPYX vs JDDVX | |
| Vanguard International High Dividend Yield Index F... | 12.71% | 20.50B | Mar 2016 | SOPYX vs VIHAX |
Lowest Volatility Alternatives to SOPYX
SOPYX has 9.45% 1-year volatility. There are 6 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.88% | — | Dec 2011 | SOPYX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | SOPYX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.23% | — | Jul 1987 | SOPYX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | SOPYX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.98% | — | Dec 1989 | SOPYX vs PDT |
Lowest Drawdown Alternatives to SOPYX
SOPYX has a 1-year max drawdown of -8.03%. There are 19 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | SOPYX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | SOPYX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | SOPYX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | SOPYX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | SOPYX vs AMECX |
Other Mutual Funds from ClearBridge
The 2 most viewed ClearBridge mutual funds shown here include LGVAX, LMOIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ClearBridge Value Fund Class A | Large Cap Value Equities | 51 | 11.50% | — | Feb 2009 | SOPYX vs LGVAX | |
| ClearBridge Small Cap Growth Fund Class IS | Small Cap Growth Equities | 27 | 16.50% | — | Aug 2008 | SOPYX vs LMOIX |
Often Compared With SOPYX
Investors most often compare SOPYX with GSPAX, AMINX, EPDPX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | Dividend | 75 | 10.00% | — | Aug 2010 | SOPYX vs GSPAX | |
| Amana Income Fund Institutional Class | Dividend | 41 | 12.01% | — | Sep 2013 | SOPYX vs AMINX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 8.44% | — | Jan 2014 | SOPYX vs EPDPX | |
| PGIM Jennison Rising Dividend Fund | Large Cap Blend Equities, Dividend | 79 | 11.43% | — | Mar 2014 | SOPYX vs PJDZX |
Compare SOPYX with Any Fund or Stock
Compare SOPYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOPYX with funds that move differently
ClearBridge Dividend Strategy Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOPYX.
Explore SOPYX Diversifiers