Interact to see
Advertisement
Advertisement
DOXGX vs SJVIX
DOXGX vs SJVIX Comparison
Open Charts DOXGX vs SJVIX
Steward Large Cap Value I
Price$28.71
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets87.12M
DOXGX vs SJVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. SJVIX (87.1M). DOXGX pays higher dividends than SJVIX: DOXGX (1.49) vs SJVIX (1.40). 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: 103.00 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 : 4.65 vs. DOXGX (4.41).
| 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 | 2.798 | 0.636 | 440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 87.1M | 126,292% |
| Annual Yield % from dividends | 1.49 | 1.40 | 107% |
| Returns for 1 year | 4.41 | 4.65 | 95% |
| Returns for 3 years | 16.01 | 28.79 | 56% |
| 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