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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$59.31
Change+$0.58 (+0.99%)
VolumeN/A
Net Assets813.64M
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Jun 07, 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: 110B vs. SWLVX (814M). SWLVX pays higher dividends than DODGX: SWLVX (1.99) vs DODGX (1.40). DODGX was incepted earlier than SWLVX: DODGX (60 years) vs SWLVX (7 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 : 8.88 vs. DODGX (5.30). DODGX (59.35) and SWLVX (58.03) 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 | 60 years | 7 years | - |
| Gain YTD | 3.899 | 2.567 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 814M | 13,514% |
| Annual Yield % from dividends | 1.40 | 1.99 | 70% |
| Returns for 1 year | 5.30 | 8.88 | 60% |
| Returns for 3 years | 15.79 | 21.72 | 73% |
| Returns for 5 years | 59.35 | 58.03 | 102% |
| Returns for 10 years | 55.54 | N/A | - |
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