DODGX
Price
$16.81
Change
-$0.04 (-0.24%)
Updated
Jun 22 closing price
Net Assets
119.19B
SHXIX
Price
$15.79
Change
+$0.01 (+0.06%)
Updated
Jun 22 closing price
Net Assets
28.53M
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DODGX vs SHXIX

DODGX vs SHXIX Comparison Chart in %
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DODGX vs. SHXIX commentary
Jun 24, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Hold and SHXIX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SHXIX (28.5M). DODGX pays higher dividends than SHXIX: DODGX (1.24) vs SHXIX (0.25). DODGX was incepted earlier than SHXIX: DODGX (62 years) vs SHXIX (9 years). SHXIX (0.99) is less costly to investors than DODGX (0.51). SHXIX is a more actively managed with annual turnover of: 57.00 vs. DODGX (20.00). DODGX has a lower initial minimum investment than SHXIX: DODGX (2500) vs SHXIX (250000). DODGX annual gain was more profitable for investors over the last year : 16.74 vs. SHXIX (10.01). DODGX return over 5 years is better than : 159.91 vs. SHXIX (-1.41).
DODGXSHXIXDODGX / SHXIX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.9952%
Fund Existence62 years9 years-
Gain YTD1.8800.446422%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets119B28.5M417,544%
Annual Yield % from dividends1.240.25494%
Returns for 1 year16.7410.01167%
Returns for 3 years127.9831.42407%
Returns for 5 years159.91-1.41-11,335%
Returns for 10 years490.56N/A-
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