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DODIX or FXNAX or SWPPX
DODIX vs FXNAX vs SWPPX Comparison
Open Charts DODIX vs FXNAX vs SWPPX
Dodge & Cox Income I
Price$12.71
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets94.52B
Fidelity U.S. Bond Index
Price$10.36
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets62.64B
DODIX vs FXNAX vs SWPPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 113B vs. DODIX (94.5B) and FXNAX (62.6B). DODIX pays higher dividends than FXNAX and SWPPX: DODIX (4.22) vs FXNAX (3.49) and SWPPX (1.22). DODIX was incepted earlier than FXNAX and SWPPX: DODIX (36 years) vs FXNAX (14 years) and SWPPX (28 years). DODIX (0.41) is less costly to investors than FXNAX (0.03) and SWPPX (0.02). FXNAX is a more actively managed with annual turnover of: 43.00 vs. DODIX (14.00) and SWPPX (2.00). FXNAX and SWPPX has a lower initial minimum investment than DODIX: FXNAX (0) and SWPPX (0) vs DODIX (2500). SWPPX annual gain was more profitable for investors over the last year : 10.64 vs. DODIX (4.85) and FXNAX (4.24). SWPPX return over 5 years is better than : 103.63 vs. DODIX (1.29) and FXNAX (-5.91).
| DODIX | FXNAX | SWPPX | |
| Total Expense Ratio | 0.41 | 0.03 | 0.02 |
| Annual Report Gross Expense Ratio | 0.41 | 0.03 | 0.02 |
| Fund Existence | 36 years | 14 years | 28 years |
| Gain YTD | 3.436 | 2.686 | 2.116 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 2500 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 94.5B | 62.6B | 113B |
| Annual Yield % from dividends | 4.22 | 3.49 | 1.22 |
| Returns for 1 year | 4.85 | 4.24 | 10.64 |
| Returns for 3 years | 12.61 | 7.36 | 57.02 |
| Returns for 5 years | 1.29 | -5.91 | 103.63 |
| Returns for 10 years | 25.69 | 16.47 | 194.97 |
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