SOPAX vs. IDIVX
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and Integrity Dividend Harvest Fund (IDIVX).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or IDIVX.
Correlation
The correlation between SOPAX and IDIVX is 0.82, 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. IDIVX - Performance Comparison
Key characteristics
SOPAX:
0.15
IDIVX:
0.32
SOPAX:
0.30
IDIVX:
0.52
SOPAX:
1.05
IDIVX:
1.08
SOPAX:
0.13
IDIVX:
0.31
SOPAX:
0.37
IDIVX:
1.08
SOPAX:
6.18%
IDIVX:
4.80%
SOPAX:
15.57%
IDIVX:
16.08%
SOPAX:
-52.17%
IDIVX:
-33.38%
SOPAX:
-11.78%
IDIVX:
-10.85%
Returns By Period
In the year-to-date period, SOPAX achieves a -1.13% return, which is significantly higher than IDIVX's -2.36% return. Over the past 10 years, SOPAX has underperformed IDIVX with an annualized return of 5.10%, while IDIVX has yielded a comparatively higher 6.70% annualized return.
SOPAX
-1.13%
-2.80%
-8.42%
2.29%
7.75%
5.10%
IDIVX
-2.36%
-4.92%
-8.21%
4.93%
11.25%
6.70%
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SOPAX vs. IDIVX - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than IDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
SOPAX vs. IDIVX — Risk-Adjusted Performance Rank
SOPAX
IDIVX
SOPAX vs. IDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) and Integrity Dividend Harvest Fund (IDIVX). 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. IDIVX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.29%, less than IDIVX's 3.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.29% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
IDIVX Integrity Dividend Harvest Fund | 3.08% | 2.89% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% |
Drawdowns
SOPAX vs. IDIVX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, which is greater than IDIVX's maximum drawdown of -33.38%. Use the drawdown chart below to compare losses from any high point for SOPAX and IDIVX. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. IDIVX - Volatility Comparison
ClearBridge Dividend Strategy Fund (SOPAX) and Integrity Dividend Harvest Fund (IDIVX) have volatilities of 10.42% and 10.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.