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DODWX vs SVTAX
DODWX vs SVTAX Comparison
Open Charts DODWX vs SVTAX
Dodge & Cox Global Stock I
Price$15.44
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets11.81B
SEI Global Managed Volatility F (SIMT)
Price$11.03
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets781.81M
DODWX vs SVTAX Comparison Chart
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DODWX vs. SVTAX commentary
Jun 15, 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 StrongBuy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. SVTAX (782M). DODWX pays higher dividends than SVTAX: DODWX (1.70) vs SVTAX (1.57). 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 : 9.14 vs. DODWX (0.33). DODWX return over 5 years is better than : 54.45 vs. SVTAX (24.27).
| 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 | 12.619 | 9.316 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 782M | 1,509% |
| Annual Yield % from dividends | 1.70 | 1.57 | 109% |
| Returns for 1 year | 0.33 | 9.14 | 4% |
| Returns for 3 years | 19.78 | 19.73 | 100% |
| Returns for 5 years | 54.45 | 24.27 | 224% |
| Returns for 10 years | 36.07 | 23.20 | 155% |
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