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DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets93.26M
DODGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SJVIX (93.3M). DODGX (1.38) and SJVIX (1.35) have matching dividends . DODGX was incepted earlier than SJVIX: DODGX (61 years) vs SJVIX (4 years). SJVIX (0.99) is less costly to investors than DODGX (0.51). SJVIX is a more actively managed with annual turnover of: 103.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SJVIX: DODGX (2500) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 10.62 vs. DODGX (8.33).
| DODGX | SJVIX | DODGX / SJVIX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.99 | 52% |
| Fund Existence | 61 years | 4 years | - |
| Gain YTD | 7.647 | 6.532 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 93.3M | 122,186% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | 8.33 | 10.62 | 78% |
| Returns for 3 years | 31.93 | 47.76 | 67% |
| Returns for 5 years | 79.15 | N/A | - |
| Returns for 10 years | 63.83 | N/A | - |
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