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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$56.86
Change-$1.56 (-2.67%)
VolumeN/A
CapitalizationN/A
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Dec 19, 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 Hold and SWLVX is a Sell.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SWLVX (776M). 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 : 18.00 vs. DODGX (15.24). DODGX return over 5 years is better than : 48.97 vs. SWLVX (41.64).
| 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 | 13.980 | 16.649 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 776M | 15,464% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 15.24 | 18.00 | 85% |
| Returns for 3 years | 15.78 | 20.74 | 76% |
| Returns for 5 years | 48.97 | 41.64 | 118% |
| Returns for 10 years | 60.47 | N/A | - |
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