Interact to see
Advertisement
Advertisement
DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$60.69
Change+$0.24 (+0.40%)
VolumeN/A
Net Assets871.03M
DODGX vs SWLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SWLVX commentary
Jul 01, 2025
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 SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SWLVX (871M). SWLVX pays higher dividends than DODGX: SWLVX (1.99) vs DODGX (1.40). DODGX was incepted earlier than SWLVX: DODGX (61 years) vs SWLVX (8 years). DODGX (0.51) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DODGX (15.00). SWLVX has a lower initial minimum investment than DODGX: SWLVX (0) vs DODGX (2500). SWLVX annual gain was more profitable for investors over the last year : 12.44 vs. DODGX (6.75). DODGX (77.43) and SWLVX (76.57) have equivalent 5 years return.
| DODGX | SWLVX | DODGX / SWLVX | |
| Total Expense Ratio | 0.51 | 0.04 | 1,457% |
| Annual Report Gross Expense Ratio | 0.51 | 0.04 | 1,457% |
| Fund Existence | 61 years | 8 years | - |
| Gain YTD | 5.954 | 5.571 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 871M | 13,088% |
| Annual Yield % from dividends | 1.40 | 1.99 | 70% |
| Returns for 1 year | 6.75 | 12.44 | 54% |
| Returns for 3 years | 29.85 | 36.60 | 82% |
| Returns for 5 years | 77.43 | 76.57 | 101% |
| Returns for 10 years | 60.10 | N/A | - |