DODGX
Price
$16.95
Change
+$0.08 (+0.47%)
Updated
Jan 14 closing price
Net Assets
119.13B
TSWEX
Price
$13.46
Change
+$0.13 (+0.98%)
Updated
Jan 14 closing price
Net Assets
37.64M
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DODGX vs TSWEX

Header iconDODGX vs TSWEX Comparison
Open Charts DODGX vs TSWEXBanner chart's image
Dodge & Cox Stock I
Price$16.95
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets119.13B
TSW Large Cap Value Institutional
Price$13.46
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets37.64M
DODGX vs TSWEX Comparison Chart in %
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DODGX vs. TSWEX commentary
Jan 15, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Buy and TSWEX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. TSWEX (37.6M). TSWEX pays higher dividends than DODGX: TSWEX (1.78) vs DODGX (1.32). DODGX was incepted earlier than TSWEX: DODGX (61 years) vs TSWEX (34 years). TSWEX (0.97) is less costly to investors than DODGX (0.51). TSWEX is a more actively managed with annual turnover of: 51.07 vs. DODGX (15.00). DODGX has a lower initial minimum investment than TSWEX: DODGX (2500) vs TSWEX (100000). DODGX (5.75) and TSWEX (5.71) have marching annual gain over last year. DODGX return over 5 years is better than : 41.71 vs. TSWEX (8.09).
DODGXTSWEXDODGX / TSWEX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.510.9753%
Fund Existence61 years34 years-
Gain YTD2.1703.45963%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets119B37.6M316,489%
Annual Yield % from dividends1.321.7874%
Returns for 1 year5.755.71101%
Returns for 3 years25.648.39306%
Returns for 5 years41.718.09516%
Returns for 10 years98.9029.52335%
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