SOPYX vs. LSITX
SOPYX (ClearBridge Dividend Strategy Fund Class I) and LSITX (ClearBridge Large Cap Growth Fund Class IS) are both mutual funds - SOPYX is a Dividend fund actively managed by ClearBridge, while LSITX is a Large Cap Growth Equities fund actively managed by ClearBridge. Both are actively managed. Over the past 10 years, SOPYX returned 12.36%/yr vs 14.10%/yr for LSITX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. SOPYX charges 0.73%/yr vs 0.64%/yr for LSITX.
Performance
SOPYX vs. LSITX - Performance Comparison
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Returns By Period
In the year-to-date period, SOPYX achieves a 10.00% return, which is significantly higher than LSITX's 1.31% return. Over the past 10 years, SOPYX has underperformed LSITX with an annualized return of 12.36%, while LSITX has yielded a comparatively higher 14.10% annualized return.
SOPYX
- 1D
- -0.30%
- 1M
- 1.10%
- 6M
- 6.82%
- YTD
- 10.00%
- 1Y
- 17.77%
- 3Y*
- 14.38%
- 5Y*
- 10.81%
- 10Y*
- 12.36%
- ALL TIME*
- 12.73%
LSITX
- 1D
- 1.19%
- 1M
- -1.57%
- 6M
- 2.02%
- YTD
- 1.31%
- 1Y
- 5.67%
- 3Y*
- 14.88%
- 5Y*
- 8.30%
- 10Y*
- 14.10%
- ALL TIME*
- 14.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SOPYX vs. LSITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPYX ClearBridge Dividend Strategy Fund Class I | 10.00% | 12.56% | 17.09% | 14.45% | -8.16% | 26.71% | 7.96% | 31.36% | -4.86% | 18.84% |
LSITX ClearBridge Large Cap Growth Fund Class IS | 1.31% | 8.85% | 28.07% | 45.55% | -32.69% | 22.15% | 31.32% | 32.22% | -0.05% | 25.55% |
Correlation
The correlation between SOPYX and LSITX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2013 | 0.78 |
Over the past year, the correlation between SOPYX and LSITX has dropped to 0.42 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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Return for Risk
SOPYX vs. LSITX — Risk / Return Rank
SOPYX
LSITX
SOPYX vs. LSITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund Class I (SOPYX) and ClearBridge Large Cap Growth Fund Class IS (LSITX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SOPYX | LSITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.04 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.18 | +1.88 |
| Martin ratioReturn relative to average drawdown | 8.22 | 0.52 | +7.70 |
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Drawdowns
SOPYX vs. LSITX - Drawdown Comparison
The maximum SOPYX drawdown since its inception was -46.64%, which is greater than LSITX's maximum drawdown of -38.08%. Use the drawdown chart below to compare losses from any high point for SOPYX and LSITX.
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Drawdown Indicators
| SOPYX | LSITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.64% | -38.08% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.03% | -16.81% | +8.78% |
Max Drawdown (3Y)Largest decline over 3 years | -13.44% | -20.90% | +7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -19.10% | -38.08% | +18.98% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -38.08% | +3.38% |
Current DrawdownCurrent decline from peak | -0.78% | -5.06% | +4.28% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -5.67% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.75% | -3.74% |
Volatility
SOPYX vs. LSITX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund Class I (SOPYX) is 3.31%, while ClearBridge Large Cap Growth Fund Class IS (LSITX) has a volatility of 4.68%. This indicates that SOPYX experiences smaller price fluctuations and is considered to be less risky than LSITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOPYX | LSITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 4.68% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 13.10% | -5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.65% | 16.49% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 21.40% | -7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 20.53% | -4.23% |
SOPYX vs. LSITX - Expense Ratio Comparison
SOPYX has a 0.73% expense ratio, which is higher than LSITX's 0.64% expense ratio.
Dividends
SOPYX vs. LSITX - Dividend Comparison
SOPYX's dividend yield for the trailing twelve months is around 11.47%, more than LSITX's 9.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSITX ClearBridge Large Cap Growth Fund Class IS | 9.35% | 10.22% | 4.45% | 10.37% | 7.99% | 10.85% | 5.63% | 4.86% | 4.00% | 4.29% | 2.18% | 3.00% |
SOPYX ClearBridge Dividend Strategy Fund Class I | 11.47% | 13.28% | 9.41% | 9.11% | 5.77% | 9.87% | 1.98% | 7.39% | 6.74% | 6.77% | 3.23% | 1.82% |
Frequently Asked Questions
SOPYX and LSITX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSITX has higher volatility (4.68%) compared to SOPYX (3.31%). In terms of maximum drawdown, SOPYX dropped -46.64% vs LSITX's -38.08%.
SOPYX currently has the higher Sharpe Ratio (1.71 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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