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DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$59.03
Change-$0.60 (-1.01%)
VolumeN/A
Net Assets815.54M
DOXGX vs SWLVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SWLVX (816M). SWLVX pays higher dividends than DOXGX: SWLVX (1.99) vs DOXGX (1.49). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (7 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 : 10.26 vs. DOXGX (6.03).
| 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 | 7 years | - |
| Gain YTD | 3.684 | 3.091 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 816M | 13,971% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 6.03 | 10.26 | 59% |
| Returns for 3 years | 28.44 | 35.50 | 80% |
| Returns for 5 years | N/A | 70.83 | - |
| Returns for 10 years | N/A | N/A | - |
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