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DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$29.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.39M
DODGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SJVIX (92.4M). DODGX (1.38) and SJVIX (1.35) have matching dividends . DODGX was incepted earlier than SJVIX: DODGX (61 years) vs SJVIX (4 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 : 9.85 vs. DODGX (7.86).
| DODGX | SJVIX | DODGX / SJVIX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.99 | 52% |
| Fund Existence | 61 years | 4 years | - |
| Gain YTD | 7.228 | 5.791 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 92.4M | 123,377% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | 7.86 | 9.85 | 80% |
| Returns for 3 years | 31.42 | 46.73 | 67% |
| Returns for 5 years | 78.45 | N/A | - |
| Returns for 10 years | 62.03 | N/A | - |
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