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DODGX vs SWDSX
DODGX vs SWDSX Comparison
Open Charts DODGX vs SWDSX
Schwab Dividend Equity
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
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DODGX vs SWDSX Comparison Chart
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DODGX vs. SWDSX commentary
Sep 21, 2024
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 StrongBuy and SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SWDSX (548M). SWDSX pays higher dividends than DODGX: SWDSX (1.92) vs DODGX (1.36). DODGX was incepted earlier than SWDSX: DODGX (60 years) vs SWDSX (21 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. SWDSX (8.00). SWDSX has a lower initial minimum investment than DODGX: SWDSX (0) vs DODGX (2500). SWDSX annual gain was more profitable for investors over the last year : 22.96 vs. DODGX (17.75). DODGX return over 5 years is better than : 49.54 vs. SWDSX (14.89).
| DODGX | SWDSX | DODGX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 21 years | - |
| Gain YTD | 12.249 | 16.353 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 548M | 21,168% |
| Annual Yield % from dividends | 1.36 | 1.92 | 71% |
| Returns for 1 year | 17.75 | 22.96 | 77% |
| Returns for 3 years | 17.32 | 2.93 | 592% |
| Returns for 5 years | 49.54 | 14.89 | 333% |
| Returns for 10 years | 55.15 | -8.40 | -657% |
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