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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$59.62
Change-$0.83 (-1.37%)
VolumeN/A
Net Assets809.22M
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. SWLVX (809M). 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 : 14.58 vs. DODGX (10.52). DODGX (45.00) and SWLVX (44.28) 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 | 5.926 | 4.122 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 809M | 14,586% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 10.52 | 14.58 | 72% |
| Returns for 3 years | 15.92 | 24.57 | 65% |
| Returns for 5 years | 45.00 | 44.28 | 102% |
| Returns for 10 years | 57.97 | N/A | - |
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