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DOXGX vs SJVIX
DOXGX vs SJVIX Comparison
Open Charts DOXGX vs SJVIX
Steward Large Cap Value I
Price$30.84
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets98.65M
DOXGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 121B vs. SJVIX (98.6M). DOXGX pays higher dividends than SJVIX: DOXGX (1.43) vs SJVIX (1.30). DOXGX was incepted earlier than SJVIX: DOXGX (3 years) vs SJVIX (4 years). SJVIX (0.99) is less costly to investors than DOXGX (0.46). SJVIX is a more actively managed with annual turnover of: 133.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than SJVIX: DOXGX (2500) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 7.59 vs. DOXGX (5.95).
| DOXGX | SJVIX | DOXGX / SJVIX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.99 | 46% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | 9.280 | 8.898 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 98.6M | 122,718% |
| Annual Yield % from dividends | 1.43 | 1.30 | 110% |
| Returns for 1 year | 5.95 | 7.59 | 78% |
| Returns for 3 years | 33.07 | 48.67 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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