Ad is loading...
Ad is loading...
DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$60.98
Change-$0.24 (-0.39%)
VolumeN/A
CapitalizationN/A
DODGX vs SWLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SWLVX commentary
Nov 18, 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 SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. SWLVX (786M). SWLVX pays higher dividends than DODGX: SWLVX (2.10) vs DODGX (1.36). DODGX was incepted earlier than SWLVX: DODGX (60 years) vs SWLVX (7 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. DODGX (12.00). 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 : 27.80 vs. DODGX (24.42). DODGX (48.65) and SWLVX (47.41) have equivalent 5 years return.
| DODGX | SWLVX | DODGX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 7 years | - |
| Gain YTD | 16.610 | 18.638 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 786M | 14,631% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 24.42 | 27.80 | 88% |
| Returns for 3 years | 15.52 | 16.86 | 92% |
| Returns for 5 years | 48.65 | 47.41 | 103% |
| Returns for 10 years | 63.21 | N/A | - |