SOPAX vs. AMCPX
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and American Funds AMCAP Fund Class A (AMCPX).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or AMCPX.
Correlation
The correlation between SOPAX and AMCPX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SOPAX vs. AMCPX - Performance Comparison
Key characteristics
SOPAX:
0.88
AMCPX:
0.82
SOPAX:
1.14
AMCPX:
1.13
SOPAX:
1.18
AMCPX:
1.16
SOPAX:
0.82
AMCPX:
0.75
SOPAX:
2.59
AMCPX:
3.49
SOPAX:
3.95%
AMCPX:
3.66%
SOPAX:
11.64%
AMCPX:
15.54%
SOPAX:
-52.17%
AMCPX:
-52.11%
SOPAX:
-7.88%
AMCPX:
-5.80%
Returns By Period
In the year-to-date period, SOPAX achieves a 3.24% return, which is significantly lower than AMCPX's 4.73% return. Over the past 10 years, SOPAX has outperformed AMCPX with an annualized return of 5.54%, while AMCPX has yielded a comparatively lower 5.10% annualized return.
SOPAX
3.24%
1.39%
0.68%
8.78%
4.58%
5.54%
AMCPX
4.73%
2.57%
3.73%
11.21%
4.99%
5.10%
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SOPAX vs. AMCPX - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
SOPAX vs. AMCPX — Risk-Adjusted Performance Rank
SOPAX
AMCPX
SOPAX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SOPAX vs. AMCPX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.27%, more than AMCPX's 0.37% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.27% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
AMCPX American Funds AMCAP Fund Class A | 0.37% | 0.39% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% |
Drawdowns
SOPAX vs. AMCPX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, roughly equal to the maximum AMCPX drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for SOPAX and AMCPX. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. AMCPX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 2.40%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 3.59%. This indicates that SOPAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.