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DODGX vs SJVAX
DODGX vs SJVAX Comparison
Open Charts DODGX vs SJVAX
Steward Large Cap Value A
Price$28.37
Change-$0.45 (-1.56%)
VolumeN/A
Net Assets86.94M
DODGX vs SJVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SJVAX (86.9M). DODGX pays higher dividends than SJVAX: DODGX (1.40) vs SJVAX (1.24). DODGX was incepted earlier than SJVAX: DODGX (60 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than DODGX (0.51). SJVAX is a more actively managed with annual turnover of: 103.00 vs. DODGX (15.00). SJVAX has a lower initial minimum investment than DODGX: SJVAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. SJVAX (4.61).
| DODGX | SJVAX | DODGX / SJVAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.26 | 40% |
| Fund Existence | 60 years | 4 years | - |
| Gain YTD | 3.642 | 0.389 | 936% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 86.9M | 131,185% |
| Annual Yield % from dividends | 1.40 | 1.24 | 113% |
| Returns for 1 year | 5.93 | 4.61 | 129% |
| Returns for 3 years | 28.15 | 38.08 | 74% |
| Returns for 5 years | 72.42 | N/A | - |
| Returns for 10 years | 53.93 | N/A | - |
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