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DOXGX vs TSWEX
DOXGX vs TSWEX Comparison
Open Charts DOXGX vs TSWEX
Dodge & Cox Stock X
Price$16.91
Change-$261.37 (-93.92%)
VolumeN/A
Net Assets119.13B
TSW Large Cap Value Institutional
Price$13.54
Change-$1.14 (-7.77%)
VolumeN/A
Net Assets37.01M
DOXGX vs TSWEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. TSWEX (37M). TSWEX pays higher dividends than DOXGX: TSWEX (1.72) vs DOXGX (1.39). DOXGX was incepted earlier than TSWEX: DOXGX (4 years) vs TSWEX (34 years). TSWEX (0.97) is less costly to investors than DOXGX (0.46). TSWEX is a more actively managed with annual turnover of: 51.07 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than TSWEX: DOXGX (2500) vs TSWEX (100000). TSWEX annual gain was more profitable for investors over the last year : 3.70 vs. DOXGX (1.24).
| DOXGX | TSWEX | DOXGX / TSWEX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 0.97 | 47% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 1.929 | 3.997 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 37M | 321,622% |
| Annual Yield % from dividends | 1.39 | 1.72 | 81% |
| Returns for 1 year | 1.24 | 3.70 | 33% |
| Returns for 3 years | 22.76 | 9.37 | 243% |
| Returns for 5 years | N/A | 8.49 | - |
| Returns for 10 years | N/A | 29.19 | - |
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