SOPYX : ClearBridge Dividend Strategy Fund Class I

SOPYX is a US Stocks Market Large Blend with MODERATE fees.

SOPYX

ClearBridge Dividend Strategy Fund Class I

FI Score

65 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

Similar Funds

We found 668 US Stocks Large Blend funds. Here they are ordered by FI Score.

Compare SOPYX vs SOPAX

53% FI Score
  • sopax
  • Mutual Fund
  • US Stocks
  • Large Blend

ClearBridge Dividend Strategy Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs PQLC

53% FI Score
  • pqlc
  • ETF
  • US Stocks
  • Large Blend

PGIM QMA Strategic Alpha Large-Cap Core ETF

Expenses: 0.17% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs ITHAX

53% FI Score
  • ithax
  • Mutual Fund
  • US Stocks
  • Large Blend

The Hartford Capital Appreciation Fund Class A

Expenses: 1.07% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs SSPY

53% FI Score
  • sspy
  • ETF
  • US Stocks
  • Large Blend

Syntax Stratified LargeCap ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs FEVIX

53% FI Score
  • fevix
  • Mutual Fund
  • US Stocks
  • Large Blend

First Eagle U.S. Value Fund Class I

Expenses: 0.83% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs SLGAX

53% FI Score
  • slgax
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Institutional Managed Trust Large Cap Fund Class F

Expenses: 0.89% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs AQEAX

53% FI Score
  • aqeax
  • Mutual Fund
  • US Stocks
  • Large Blend

Columbia Disciplined Core Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs CMNWX

53% FI Score
  • cmnwx
  • Mutual Fund
  • US Stocks
  • Large Blend

Principal Capital Appreciation Fund Class A

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs USGRX

53% FI Score
  • usgrx
  • Mutual Fund
  • US Stocks
  • Large Blend

USAA Growth & Income Fund

Expenses: 0.88% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs SBSPX

53% FI Score
  • sbspx
  • Mutual Fund
  • US Stocks
  • Large Blend

QS S&P 500 Index Fund Class A

Expenses: 0.59% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs RCEYX

52% FI Score
  • rceyx
  • Mutual Fund
  • US Stocks
  • Large Blend

Victory RS Large Cap Alpha Fund Class Y

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs LFEQ

52% FI Score
  • lfeq
  • ETF
  • US Stocks
  • Large Blend

VanEck Vectors Long/Flat Trend ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs SDYAX

52% FI Score
  • sdyax
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Institutional Managed Trust Dynamic Asset Allocation Fund Class F

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs EGOIX

52% FI Score
  • egoix
  • Mutual Fund
  • US Stocks
  • Large Blend

Wells Fargo Large Cap Core Fund - Class Inst

Expenses: 0.67% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs NSBAX

52% FI Score
  • nsbax
  • Mutual Fund
  • US Stocks
  • Large Blend

Nuveen Santa Barbara Dividend Growth Fund Class A

Expenses: 0.96% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs PARWX

52% FI Score
  • parwx
  • Mutual Fund
  • US Stocks
  • Large Blend

Parnassus Endeavor Fund Investor Shares

Expenses: 0.95% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs KLCD

52% FI Score
  • klcd
  • ETF
  • US Stocks
  • Large Blend

KFA Large Cap Quality Dividend Index ETF

Expenses: 0.41% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs NBSRX

52% FI Score
  • nbsrx
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Sustainable Equity Fund Investor Class

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs DGAGX

52% FI Score
  • dgagx
  • Mutual Fund
  • US Stocks
  • Large Blend

BNY Mellon Appreciation Fund, Inc. - Investor Shares

Expenses: 0.89% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare SOPYX vs ITHSX

52% FI Score
  • ithsx
  • Mutual Fund
  • US Stocks
  • Large Blend

The Hartford Capital Appreciation Fund Class R4

Expenses: 1.11% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo