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DODGX vs TSWEX
DODGX vs TSWEX Comparison
Open Charts DODGX vs TSWEX
TSW Large Cap Value Institutional
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets35.76M
DODGX vs TSWEX Comparison Chart
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DODGX vs. TSWEX commentary
Apr 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 Buy and TSWEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. TSWEX (35.8M). TSWEX pays higher dividends than DODGX: TSWEX (1.48) vs DODGX (1.40). DODGX was incepted earlier than TSWEX: DODGX (60 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 (12.00). 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 : 3.99 vs. DODGX (0.24). DODGX return over 5 years is better than : 72.90 vs. TSWEX (29.18).
| DODGX | TSWEX | DODGX / TSWEX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.97 | 53% |
| Fund Existence | 60 years | 33 years | - |
| Gain YTD | -4.924 | 1.751 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 35.8M | 318,436% |
| Annual Yield % from dividends | 1.40 | 1.48 | 94% |
| Returns for 1 year | 0.24 | 3.99 | 6% |
| Returns for 3 years | 3.70 | -9.79 | -38% |
| Returns for 5 years | 72.90 | 29.18 | 250% |
| Returns for 10 years | 43.80 | 4.61 | 950% |
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