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DODGX vs SJVAX
DODGX vs SJVAX Comparison
Open Charts DODGX vs SJVAX
Steward Large Cap Value A
Price$29.82
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets93.83M
DODGX vs SJVAX Comparison Chart in %
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VS
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SJVAX (93.8M). DODGX pays higher dividends than SJVAX: DODGX (1.38) vs SJVAX (1.20). DODGX was incepted earlier than SJVAX: DODGX (61 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than DODGX (0.51). SJVAX has a lower initial minimum investment than DODGX: SJVAX (1000) vs DODGX (2500). DODGX (6.76) and SJVAX (6.47) have marching annual gain over last year.
| DODGX | SJVAX | DODGX / SJVAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.26 | 40% |
| Fund Existence | 61 years | 4 years | - |
| Gain YTD | 7.961 | 5.520 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 93.8M | 124,733% |
| Annual Yield % from dividends | 1.38 | 1.20 | 115% |
| Returns for 1 year | 6.76 | 6.47 | 104% |
| Returns for 3 years | 30.77 | 42.93 | 72% |
| Returns for 5 years | 75.02 | N/A | - |
| Returns for 10 years | 62.92 | N/A | - |
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