DODGX
Price
$17.36
Change
+$0.19 (+1.11%)
Updated
Jul 2 closing price
Net Assets
119.19B
SHXYX
Price
$7.61
Change
+$0.01 (+0.13%)
Updated
Jun 26 closing price
Net Assets
22.96M
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DODGX vs SHXYX

DODGX vs SHXYX Comparison Chart in %
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DODGX vs. SHXYX commentary
Jul 05, 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 Buy and SHXYX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SHXYX (23M). DODGX pays higher dividends than SHXYX: DODGX (1.10) vs SHXYX (0.25). DODGX was incepted earlier than SHXYX: DODGX (62 years) vs SHXYX (9 years). SHXYX (1.02) is less costly to investors than DODGX (0.51). SHXYX is a more actively managed with annual turnover of: 57.00 vs. DODGX (20.00). DODGX has a lower initial minimum investment than SHXYX: DODGX (2500) vs SHXYX (100000). DODGX annual gain was more profitable for investors over the last year : 8.17 vs. SHXYX (-49.47). DODGX return over 5 years is better than : 151.82 vs. SHXYX (-52.67).
DODGXSHXYXDODGX / SHXYX
Total Expense Ratio0.510.9057%
Annual Report Gross Expense Ratio0.511.0250%
Fund Existence62 years9 years-
Gain YTD5.306-51.187-10%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets119B23M517,391%
Annual Yield % from dividends1.100.25438%
Returns for 1 year8.17-49.47-17%
Returns for 3 years111.30-38.61-288%
Returns for 5 years151.82-52.67-288%
Returns for 10 years495.63N/A-
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