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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$56.21
Change+$0.69 (+1.24%)
VolumeN/A
Net Assets761.17M
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Apr 25, 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: 114B vs. SWLVX (761M). SWLVX pays higher dividends than DODGX: SWLVX (2.00) 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 (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 : 4.26 vs. DODGX (-0.94). DODGX return over 5 years is better than : 76.67 vs. SWLVX (71.33).
| 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 | -3.316 | -3.039 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 761M | 14,980% |
| Annual Yield % from dividends | 1.40 | 2.00 | 70% |
| Returns for 1 year | -0.94 | 4.26 | -22% |
| Returns for 3 years | 8.55 | 14.22 | 60% |
| Returns for 5 years | 76.67 | 71.33 | 107% |
| Returns for 10 years | 44.98 | N/A | - |
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