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 29 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% | 129.60B | Dec 2013 | SOPYX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | SOPYX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | SOPYX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | SOPYX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | SOPYX vs VDIGX |
Best Risk-Adjusted Alternatives to SOPYX
SOPYX has a PortfoliosLab risk / return rank of 64. There are 57 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | SOPYX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | SOPYX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | SOPYX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | SOPYX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | SOPYX vs REAYX |
Top Performing SOPYX Alternatives (YTD)
SOPYX is at 10.00% YTD. There are 59 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | SOPYX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | SOPYX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | SOPYX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | SOPYX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | SOPYX vs HFQAX |
Lowest Volatility Alternatives to SOPYX
SOPYX has 9.65% 1-year volatility. There are 10 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | 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... | 8.19% | — | Jul 1987 | SOPYX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SOPYX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SOPYX vs ACIIX |
Lowest Drawdown Alternatives to SOPYX
SOPYX has a 1-year max drawdown of -8.03%. There are 46 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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | SOPYX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | SOPYX vs CDDYX |
Other Mutual Funds from ClearBridge
The 3 most viewed ClearBridge mutual funds shown here include LGVAX, LMOIX, LSITX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ClearBridge Value Fund Class A | Large Cap Value Equities | 80 | 13.69% | — | Feb 2009 | SOPYX vs LGVAX | |
| ClearBridge Small Cap Growth Fund Class IS | Small Cap Growth Equities | 22 | 12.12% | — | Aug 2008 | SOPYX vs LMOIX | |
| ClearBridge Large Cap Growth Fund Class IS | Large Cap Growth Equities | 6 | 1.31% | — | Mar 2013 | SOPYX vs LSITX |
Often Compared With SOPYX
Investors most often compare SOPYX with GSPAX, FDGDX, JDDVX. These 16 comparison targets span 6 categories, based on PortfoliosLab usage data.
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