Interact to see
Advertisement
Advertisement
DODWX vs SVTAX
DODWX vs SVTAX Comparison
Open Charts DODWX vs SVTAX
DODWX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODWX vs. SVTAX commentary
Jun 04, 2026
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 DODWX is a Hold and SVTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.8B vs. SVTAX (702M). DODWX pays higher dividends than SVTAX: DODWX (1.67) vs SVTAX (0.95). DODWX was incepted earlier than SVTAX: DODWX (18 years) vs SVTAX (20 years). SVTAX (1.24) is less costly to investors than DODWX (0.62). SVTAX is a more actively managed with annual turnover of: 78.00 vs. DODWX (26.00). DODWX has a lower initial minimum investment than SVTAX: DODWX (2500) vs SVTAX (100000). DODWX annual gain was more profitable for investors over the last year : 14.22 vs. SVTAX (-1.21). DODWX return over 5 years is better than : 11.99 vs. SVTAX (2.89).
| DODWX | SVTAX | DODWX / SVTAX | |
| Total Expense Ratio | 0.62 | 1.08 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.24 | 50% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 7.906 | 3.517 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 702M | 1,823% |
| Annual Yield % from dividends | 1.67 | 0.95 | 176% |
| Returns for 1 year | 14.22 | -1.21 | -1,171% |
| Returns for 3 years | 33.28 | 15.85 | 210% |
| Returns for 5 years | 11.99 | 2.89 | 416% |
| Returns for 10 years | 75.75 | 17.04 | 445% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement