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DOXGX vs SJVIX
DOXGX vs SJVIX Comparison
Open Charts DOXGX vs SJVIX
Steward Large Cap Value I
Price$29.89
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets92.2M
DOXGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. SJVIX (92.2M). DOXGX pays higher dividends than SJVIX: DOXGX (1.47) vs SJVIX (1.35). 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 : 8.67 vs. DOXGX (7.74).
| 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 | 7.150 | 5.332 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 92.2M | 126,898% |
| Annual Yield % from dividends | 1.47 | 1.35 | 109% |
| Returns for 1 year | 7.74 | 8.67 | 89% |
| Returns for 3 years | 30.82 | 46.44 | 66% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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