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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$61.94
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets864.45M
DODGX vs SWLVX Comparison Chart in %
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DODGX vs. SWLVX commentary
Jul 26, 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: 117B vs. SWLVX (864M). SWLVX pays higher dividends than DODGX: SWLVX (1.92) vs DODGX (1.38). 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 : 12.77 vs. DODGX (6.86). DODGX (74.57) and SWLVX (73.83) 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 | 7.687 | 8.523 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 864M | 13,542% |
| Annual Yield % from dividends | 1.38 | 1.92 | 72% |
| Returns for 1 year | 6.86 | 12.77 | 54% |
| Returns for 3 years | 28.91 | 37.22 | 78% |
| Returns for 5 years | 74.57 | 73.83 | 101% |
| Returns for 10 years | 64.37 | N/A | - |
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