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DODGX vs TSWEX
DODGX vs TSWEX Comparison
Open Charts DODGX vs TSWEX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
TSW Large Cap Value Institutional
Price$13.54
Change-$1.14 (-7.77%)
VolumeN/A
Net Assets37.01M
DODGX vs TSWEX Comparison Chart in %
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DODGX vs. TSWEX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. TSWEX (37M). TSWEX pays higher dividends than DODGX: TSWEX (1.72) vs DODGX (1.30). 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). TSWEX annual gain was more profitable for investors over the last year : 3.70 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. TSWEX (8.49).
| DODGX | TSWEX | DODGX / TSWEX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.97 | 53% |
| Fund Existence | 61 years | 34 years | - |
| Gain YTD | 1.929 | 3.997 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 37M | 321,622% |
| Annual Yield % from dividends | 1.30 | 1.72 | 75% |
| Returns for 1 year | 1.19 | 3.70 | 32% |
| Returns for 3 years | 22.46 | 9.37 | 240% |
| Returns for 5 years | 41.75 | 8.49 | 492% |
| Returns for 10 years | 99.42 | 29.19 | 341% |
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