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DOXGX vs SWDSX
DOXGX vs SWDSX Comparison
Open Charts DOXGX vs SWDSX
Schwab Dividend Equity
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
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DOXGX vs SWDSX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. SWDSX (548M). SWDSX pays higher dividends than DOXGX: SWDSX (1.92) vs DOXGX (1.45). DOXGX was incepted earlier than SWDSX: DOXGX (2 years) vs SWDSX (21 years). DOXGX is a more actively managed with annual turnover of: 12.00 vs. SWDSX (8.00). SWDSX has a lower initial minimum investment than DOXGX: SWDSX (0) vs DOXGX (2500). SWDSX annual gain was more profitable for investors over the last year : 22.96 vs. DOXGX (17.86).
| DOXGX | SWDSX | DOXGX / SWDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 21 years | - |
| Gain YTD | 12.332 | 16.353 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 548M | 21,168% |
| Annual Yield % from dividends | 1.45 | 1.92 | 75% |
| Returns for 1 year | 17.86 | 22.96 | 78% |
| Returns for 3 years | N/A | 2.93 | - |
| Returns for 5 years | N/A | 14.89 | - |
| Returns for 10 years | N/A | -8.40 | - |