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DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$62.19
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets875.6M
DOXGX vs SWLVX Comparison Chart in %
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VS
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. SWLVX (876M). 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 : 12.54 vs. DOXGX (6.86).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | 0.41 | 0.04 | 1,171% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,314% |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | 8.021 | 8.610 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 876M | 13,356% |
| Annual Yield % from dividends | 1.47 | 1.92 | 76% |
| Returns for 1 year | 6.86 | 12.54 | 55% |
| Returns for 3 years | 31.09 | 38.26 | 81% |
| Returns for 5 years | N/A | 73.97 | - |
| Returns for 10 years | N/A | N/A | - |
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