DOXGX
Price
$275.39
Change
+$0.71 (+0.26%)
Updated
Jul 25 closing price
Net Assets
117.42B
SWLVX
Price
$62.19
Change
+$0.25 (+0.40%)
Updated
Jul 25 closing price
Net Assets
875.6M
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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$275.39
Change+$0.71 (+0.26%)
VolumeN/A
Net Assets117.42B
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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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).
DOXGXSWLVXDOXGX / SWLVX
Total Expense Ratio0.410.041,171%
Annual Report Gross Expense Ratio0.460.041,314%
Fund Existence3 years8 years-
Gain YTD8.0218.61093%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B876M13,356%
Annual Yield % from dividends1.471.9276%
Returns for 1 year6.8612.5455%
Returns for 3 years31.0938.2681%
Returns for 5 yearsN/A73.97-
Returns for 10 yearsN/AN/A-
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