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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$59.24
Change+$0.39 (+0.66%)
VolumeN/A
Net Assets793.47M
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Jan 19, 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 StrongBuy and SWLVX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. SWLVX (793M). 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 : 19.57 vs. DODGX (12.18). SWLVX return over 5 years is better than : 42.36 vs. DODGX (40.17).
| 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 | 3.702 | 3.458 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 793M | 14,124% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 12.18 | 19.57 | 62% |
| Returns for 3 years | 8.58 | 18.75 | 46% |
| Returns for 5 years | 40.17 | 42.36 | 95% |
| Returns for 10 years | 61.82 | N/A | - |
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