Interact to see
Advertisement
Advertisement
DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$29.93
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets93.83M
DODGX vs SJVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SJVIX (93.8M). 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). DODGX has a lower initial minimum investment than SJVIX: DODGX (2500) vs SJVIX (100000). SJVIX (6.77) and DODGX (6.76) have marching annual gain over last year.
| 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 | 7.961 | 5.685 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 93.8M | 124,733% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | 6.76 | 6.77 | 100% |
| Returns for 3 years | 30.77 | 44.02 | 70% |
| Returns for 5 years | 75.02 | N/A | - |
| Returns for 10 years | 62.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers