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 0.94, 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:
1.82
DODGX:
0.82
SWDSX:
2.51
DODGX:
1.09
SWDSX:
1.33
DODGX:
1.18
SWDSX:
2.57
DODGX:
0.90
SWDSX:
9.72
DODGX:
4.66
SWDSX:
1.81%
DODGX:
2.26%
SWDSX:
9.68%
DODGX:
12.75%
SWDSX:
-50.01%
DODGX:
-63.25%
SWDSX:
-4.59%
DODGX:
-9.36%
Returns By Period
In the year-to-date period, SWDSX achieves a 17.43% return, which is significantly higher than DODGX's 10.66% return. Over the past 10 years, SWDSX has underperformed DODGX with an annualized return of 6.83%, while DODGX has yielded a comparatively higher 10.18% annualized return.
SWDSX
17.43%
-4.42%
10.64%
17.43%
7.74%
6.83%
DODGX
10.66%
-9.06%
2.22%
10.42%
11.20%
10.18%
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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 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 1.32%, more than DODGX's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 1.32% | 2.12% | 2.25% | 2.06% | 2.10% | 1.55% | 1.77% | 1.78% | 1.69% | 2.37% | 1.56% | 1.50% |
DODGX Dodge & Cox Stock Fund Class I | 1.18% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
SWDSX vs. DODGX - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.01%, smaller than the maximum DODGX drawdown of -63.25%. 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 3.64%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.65%. 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.