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DODWX vs SVTAX
DODWX vs SVTAX Comparison
Open Charts DODWX vs SVTAX
Dodge & Cox Global Stock I
Price$15.96
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets12.21B
SEI Global Managed Volatility F (SIMT)
Price$11.19
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets775.73M
DODWX vs SVTAX Comparison Chart in %
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DODWX vs. SVTAX commentary
Jul 28, 2025
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 DODWX is a Hold and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.2B vs. SVTAX (776M). DODWX pays higher dividends than SVTAX: DODWX (1.65) vs SVTAX (1.56). DODWX was incepted earlier than SVTAX: DODWX (17 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than DODWX (0.62). SVTAX is a more actively managed with annual turnover of: 85.00 vs. DODWX (27.00). DODWX has a lower initial minimum investment than SVTAX: DODWX (2500) vs SVTAX (100000). SVTAX annual gain was more profitable for investors over the last year : 7.79 vs. DODWX (2.01). DODWX return over 5 years is better than : 53.11 vs. SVTAX (20.24).
| DODWX | SVTAX | DODWX / SVTAX | |
| Total Expense Ratio | 0.62 | 1.11 | 56% |
| Annual Report Gross Expense Ratio | 0.62 | 1.24 | 50% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 16.411 | 10.902 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 776M | 1,572% |
| Annual Yield % from dividends | 1.65 | 1.56 | 105% |
| Returns for 1 year | 2.01 | 7.79 | 26% |
| Returns for 3 years | 23.73 | 16.93 | 140% |
| Returns for 5 years | 53.11 | 20.24 | 262% |
| Returns for 10 years | 45.15 | 23.67 | 191% |
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