DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
TSWEX
Price
$14.24
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
38.67M
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DODGX vs TSWEX

Header iconDODGX vs TSWEX Comparison
Open Charts DODGX vs TSWEXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
TSW Large Cap Value Institutional
Price$14.24
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets38.67M
DODGX vs TSWEX Comparison Chart in %
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DODGX vs. TSWEX commentary
Jul 07, 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 TSWEX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. TSWEX (38.7M). TSWEX pays higher dividends than DODGX: TSWEX (1.53) vs DODGX (1.38). DODGX was incepted earlier than TSWEX: DODGX (61 years) vs TSWEX (33 years). TSWEX (0.97) is less costly to investors than DODGX (0.51). TSWEX is a more actively managed with annual turnover of: 40.50 vs. DODGX (15.00). DODGX has a lower initial minimum investment than TSWEX: DODGX (2500) vs TSWEX (100000). TSWEX annual gain was more profitable for investors over the last year : 10.58 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. TSWEX (33.64).
DODGXTSWEXDODGX / TSWEX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.510.9753%
Fund Existence61 years33 years-
Gain YTD7.64711.80765%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets114B38.7M294,574%
Annual Yield % from dividends1.381.5390%
Returns for 1 year8.3310.5879%
Returns for 3 years31.939.37341%
Returns for 5 years79.1533.64235%
Returns for 10 years63.8316.72382%
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