DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
TSWEX
Price
$13.83
Change
-$0.12 (-0.86%)
Updated
Jun 13 closing price
Net Assets
37.31M
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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$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
TSW Large Cap Value Institutional
Price$13.83
Change-$0.12 (-0.86%)
VolumeN/A
Net Assets37.31M
DODGX vs TSWEX Comparison Chart
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DODGX vs. TSWEX commentary
Jun 15, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. TSWEX (37.3M). TSWEX pays higher dividends than DODGX: TSWEX (1.49) 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 (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 : 7.91 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. TSWEX (30.01).
DODGXTSWEXDODGX / TSWEX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.510.9753%
Fund Existence60 years33 years-
Gain YTD3.6428.08145%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets114B37.3M305,630%
Annual Yield % from dividends1.401.4994%
Returns for 1 year5.937.9175%
Returns for 3 years28.157.46377%
Returns for 5 years72.4230.01241%
Returns for 10 years53.9310.88496%
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