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DOXGX vs SJVIX
DOXGX vs SJVIX Comparison
Open Charts DOXGX vs SJVIX
Steward Large Cap Value I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets93.26M
DOXGX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SJVIX (93.3M). DOXGX pays higher dividends than SJVIX: DOXGX (1.47) vs SJVIX (1.35). DOXGX was incepted earlier than SJVIX: DOXGX (3 years) vs SJVIX (4 years). SJVIX (0.99) is less costly to investors than DOXGX (0.46). SJVIX is a more actively managed with annual turnover of: 103.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than SJVIX: DOXGX (2500) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 10.62 vs. DOXGX (8.43).
| DOXGX | SJVIX | DOXGX / SJVIX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.99 | 46% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | 7.699 | 6.532 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 93.3M | 122,186% |
| Annual Yield % from dividends | 1.47 | 1.35 | 109% |
| Returns for 1 year | 8.43 | 10.62 | 79% |
| Returns for 3 years | 32.25 | 47.76 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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