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DOXGX vs SJVAX
DOXGX vs SJVAX Comparison
Open Charts DOXGX vs SJVAX
Steward Large Cap Value A
Price$30.84
Change+$0.32 (+1.05%)
VolumeN/A
Net Assets98.85M
DOXGX vs SJVAX Comparison Chart in %
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VS
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. SJVAX (98.9M). DOXGX pays higher dividends than SJVAX: DOXGX (1.43) vs SJVAX (1.16). DOXGX was incepted earlier than SJVAX: DOXGX (3 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than DOXGX (0.46). SJVAX is a more actively managed with annual turnover of: 133.00 vs. DOXGX (15.00). SJVAX has a lower initial minimum investment than DOXGX: SJVAX (1000) vs DOXGX (2500). SJVAX annual gain was more profitable for investors over the last year : 6.83 vs. DOXGX (5.29).
| DOXGX | SJVAX | DOXGX / SJVAX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.46 | 1.26 | 37% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | 9.064 | 8.599 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 98.9M | 117,290% |
| Annual Yield % from dividends | 1.43 | 1.16 | 123% |
| Returns for 1 year | 5.29 | 6.83 | 77% |
| Returns for 3 years | 34.21 | 48.19 | 71% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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