Interact to see
Advertisement
Advertisement
DOXGX vs SJVAX
DOXGX vs SJVAX Comparison
Open Charts DOXGX vs SJVAX
Steward Large Cap Value A
Price$30.07
Change+$0.22 (+0.74%)
VolumeN/A
Net Assets92.52M
DOXGX vs SJVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SJVAX (92.5M). DOXGX pays higher dividends than SJVAX: DOXGX (1.47) vs SJVAX (1.20). DOXGX was incepted earlier than SJVAX: DOXGX (3 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than DOXGX (0.46). SJVAX is a more actively managed with annual turnover of: 103.00 vs. DOXGX (15.00). SJVAX has a lower initial minimum investment than DOXGX: SJVAX (1000) vs DOXGX (2500). SJVAX annual gain was more profitable for investors over the last year : 9.51 vs. DOXGX (8.00).
| DOXGX | SJVAX | DOXGX / SJVAX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.46 | 1.26 | 37% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | 7.275 | 5.626 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 92.5M | 123,243% |
| Annual Yield % from dividends | 1.47 | 1.20 | 123% |
| Returns for 1 year | 8.00 | 9.51 | 84% |
| Returns for 3 years | 31.73 | 45.62 | 70% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers