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DODGX vs SJVIX
DODGX vs SJVIX Comparison
Open Charts DODGX vs SJVIX
Steward Large Cap Value I
Price$30.96
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets98.85M
DODGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SJVIX (98.9M). DODGX (1.34) and SJVIX (1.30) 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: 133.00 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 : 7.12 vs. DODGX (5.19).
| 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 | 8.992 | 8.792 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 98.9M | 117,290% |
| Annual Yield % from dividends | 1.34 | 1.30 | 103% |
| Returns for 1 year | 5.19 | 7.12 | 73% |
| Returns for 3 years | 33.89 | 49.36 | 69% |
| Returns for 5 years | 69.07 | N/A | - |
| Returns for 10 years | 76.03 | N/A | - |
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