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DODGX vs TSWEX
DODGX vs TSWEX Comparison
Open Charts DODGX vs TSWEX
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.
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).
| DODGX | TSWEX | DODGX / TSWEX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.97 | 53% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 7.647 | 11.807 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 38.7M | 294,574% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | 8.33 | 10.58 | 79% |
| Returns for 3 years | 31.93 | 9.37 | 341% |
| Returns for 5 years | 79.15 | 33.64 | 235% |
| Returns for 10 years | 63.83 | 16.72 | 382% |