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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$15.49
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets876.73M
DODGX vs SWLVX Comparison Chart in %
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DODGX vs. SWLVX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SWLVX (877M). SWLVX pays higher dividends than DODGX: SWLVX (1.91) vs DODGX (1.39). 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 : 17.57 vs. DODGX (4.67). SWLVX return over 5 years is better than : 104.06 vs. DODGX (67.01).
| 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 | 7.197 | 8.208 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 877M | 13,227% |
| Annual Yield % from dividends | 1.39 | 1.91 | 73% |
| Returns for 1 year | 4.67 | 17.57 | 27% |
| Returns for 3 years | 20.83 | 46.52 | 45% |
| Returns for 5 years | 67.01 | 104.06 | 64% |
| Returns for 10 years | 62.58 | N/A | - |
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