SWDSX vs. DODGX
Compare and contrast key facts about Schwab Dividend Equity Fund™ (SWDSX) and Dodge & Cox Stock Fund Class I (DODGX).
SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWDSX or DODGX.
Correlation
The correlation between SWDSX and DODGX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWDSX vs. DODGX - Performance Comparison
Key characteristics
SWDSX:
0.92
DODGX:
0.01
SWDSX:
1.33
DODGX:
0.13
SWDSX:
1.19
DODGX:
1.02
SWDSX:
0.96
DODGX:
0.01
SWDSX:
4.55
DODGX:
0.02
SWDSX:
2.79%
DODGX:
5.21%
SWDSX:
13.86%
DODGX:
17.62%
SWDSX:
-50.18%
DODGX:
-67.34%
SWDSX:
-7.02%
DODGX:
-14.86%
Returns By Period
In the year-to-date period, SWDSX achieves a -1.53% return, which is significantly higher than DODGX's -4.92% return. Over the past 10 years, SWDSX has underperformed DODGX with an annualized return of 1.10%, while DODGX has yielded a comparatively higher 4.70% annualized return.
SWDSX
-1.53%
-4.31%
-5.59%
12.40%
8.58%
1.10%
DODGX
-4.92%
-8.92%
-12.25%
-0.06%
12.23%
4.70%
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SWDSX vs. DODGX - Expense Ratio Comparison
SWDSX has a 0.89% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
SWDSX vs. DODGX — Risk-Adjusted Performance Rank
SWDSX
DODGX
SWDSX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Dividend Equity Fund™ (SWDSX) and Dodge & Cox Stock Fund Class I (DODGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SWDSX vs. DODGX - Dividend Comparison
SWDSX's dividend yield for the trailing twelve months is around 2.67%, more than DODGX's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 2.67% | 2.59% | 2.25% | 6.83% | 16.25% | 2.09% | 6.86% | 11.63% | 10.53% | 1.68% | 14.46% | 16.54% |
DODGX Dodge & Cox Stock Fund Class I | 1.59% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
SWDSX vs. DODGX - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.18%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for SWDSX and DODGX. For additional features, visit the drawdowns tool.
Volatility
SWDSX vs. DODGX - Volatility Comparison
The current volatility for Schwab Dividend Equity Fund™ (SWDSX) is 9.74%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 11.92%. This indicates that SWDSX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.