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DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$32.47
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets115M
DODGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SJVIX (115M). DODGX (1.32) and SJVIX (1.27) have matching dividends . DODGX was incepted earlier than SJVIX: DODGX (61 years) vs SJVIX (4 years). SJVIX (1.01) is less costly to investors than DODGX (0.51). SJVIX is a more actively managed with annual turnover of: 133.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SJVIX: DODGX (2500) vs SJVIX (100000). DODGX annual gain was more profitable for investors over the last year : 3.03 vs. SJVIX (2.40).
| DODGX | SJVIX | DODGX / SJVIX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 1.01 | 50% |
| Fund Existence | 61 years | 4 years | - |
| Gain YTD | 12.037 | 13.630 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 115M | 103,478% |
| Annual Yield % from dividends | 1.32 | 1.27 | 104% |
| Returns for 1 year | 3.03 | 2.40 | 126% |
| Returns for 3 years | 29.74 | 42.17 | 71% |
| Returns for 5 years | 50.51 | N/A | - |
| Returns for 10 years | 83.18 | N/A | - |
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