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DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$27.92
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets83.81M
DODGX vs SJVIX Comparison Chart
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. SJVIX (83.8M). SJVIX (1.46) and DODGX (1.45) have matching dividends . DODGX was incepted earlier than SJVIX: DODGX (60 years) vs SJVIX (3 years). SJVIX (0.99) is less costly to investors than DODGX (0.51). SJVIX is a more actively managed with annual turnover of: 103.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SJVIX: DODGX (2500) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 2.27 vs. DODGX (1.96).
| DODGX | SJVIX | DODGX / SJVIX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.99 | 52% |
| Fund Existence | 60 years | 3 years | - |
| Gain YTD | 0.001 | -2.754 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 83.8M | 131,265% |
| Annual Yield % from dividends | 1.45 | 1.46 | 99% |
| Returns for 1 year | 1.96 | 2.27 | 86% |
| Returns for 3 years | 18.53 | 24.72 | 75% |
| Returns for 5 years | 75.63 | N/A | - |
| Returns for 10 years | 50.23 | N/A | - |