DOXGX
Price
$274.57
Change
+$1.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SWLVX
Price
$61.68
Change
+$0.34 (+0.55%)
Updated
Jul 3 closing price
Net Assets
851.41M
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DOXGX vs SWLVX

Header iconDOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVXBanner chart's image
Dodge & Cox Stock X
Price$274.57
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets113.58B
Schwab ® US Large-Cap Value Index
Price$61.68
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets851.41M
DOXGX vs SWLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SWLVX (851M). SWLVX pays higher dividends than DOXGX: SWLVX (1.92) vs DOXGX (1.47). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (8 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (15.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 15.00 vs. DOXGX (8.43).
DOXGXSWLVXDOXGX / SWLVX
Total Expense Ratio0.410.041,171%
Annual Report Gross Expense Ratio0.460.041,314%
Fund Existence3 years8 years-
Gain YTD7.6997.719100%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B851M13,396%
Annual Yield % from dividends1.471.9276%
Returns for 1 year8.4315.0056%
Returns for 3 years32.2539.3882%
Returns for 5 yearsN/A79.28-
Returns for 10 yearsN/AN/A-
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