DODGX
Price
$256.13
Change
-$0.13 (-0.05%)
Updated
May 9 closing price
Net Assets
109.77B
TSWEX
Price
$13.51
Change
-$0.01 (-0.07%)
Updated
May 9 closing price
Net Assets
36.23M
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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$256.13
Change-$0.13 (-0.05%)
VolumeN/A
Net Assets109.77B
TSW Large Cap Value Institutional
Price$13.51
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets36.23M
DODGX vs TSWEX Comparison Chart
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DODGX vs. TSWEX commentary
May 12, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. TSWEX (36.2M). TSWEX (1.51) and DODGX (1.45) have matching dividends . 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 : 3.98 vs. DODGX (1.33). DODGX return over 5 years is better than : 75.54 vs. TSWEX (33.53).
DODGXTSWEXDODGX / TSWEX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.510.9753%
Fund Existence60 years33 years-
Gain YTD-0.0505.580-1%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets110B36.2M303,867%
Annual Yield % from dividends1.451.5196%
Returns for 1 year1.333.9833%
Returns for 3 years17.98-0.27-6,634%
Returns for 5 years75.5433.53225%
Returns for 10 years50.368.87568%
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