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DODGX vs SWLVX
DODGX vs SWLVX Comparison
Open Charts DODGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$56.35
Change-$2.46 (-4.18%)
VolumeN/A
Net Assets812.85M
DODGX vs SWLVX Comparison Chart
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DODGX vs. SWLVX commentary
Apr 04, 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 Hold and SWLVX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SWLVX (813M). 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 : 8.24 vs. DODGX (4.81). DODGX return over 5 years is better than : 114.52 vs. SWLVX (103.80).
| 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 | 3.048 | 2.707 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 813M | 14,637% |
| Annual Yield % from dividends | 1.40 | 2.00 | 70% |
| Returns for 1 year | 4.81 | 8.24 | 58% |
| Returns for 3 years | 10.60 | 17.77 | 60% |
| Returns for 5 years | 114.52 | 103.80 | 110% |
| Returns for 10 years | 57.85 | N/A | - |
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