DODGX
Price
$274.65
Change
-$1.54 (-0.56%)
Updated
Jul 24 closing price
Net Assets
117.42B
SWLVX
Price
$61.94
Change
-$0.20 (-0.32%)
Updated
Jul 24 closing price
Net Assets
864.45M
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DODGX vs SWLVX

Header iconDODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVXBanner chart's image
Dodge & Cox Stock I
Price$274.65
Change-$1.54 (-0.56%)
VolumeN/A
Net Assets117.42B
Schwab ® US Large-Cap Value Index
Price$61.94
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets864.45M
DODGX vs SWLVX Comparison Chart in %
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DODGX vs. SWLVX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SWLVX (864M). SWLVX pays higher dividends than DODGX: SWLVX (1.92) vs DODGX (1.38). 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 : 12.77 vs. DODGX (6.86). DODGX (74.57) and SWLVX (73.83) have equivalent 5 years return.
DODGXSWLVXDODGX / SWLVX
Total Expense Ratio0.510.041,457%
Annual Report Gross Expense Ratio0.510.041,457%
Fund Existence61 years8 years-
Gain YTD7.6878.52390%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B864M13,542%
Annual Yield % from dividends1.381.9272%
Returns for 1 year6.8612.7754%
Returns for 3 years28.9137.2278%
Returns for 5 years74.5773.83101%
Returns for 10 years64.37N/A-
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