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:
2.13
DODGX:
1.12
SWDSX:
2.93
DODGX:
1.45
SWDSX:
1.38
DODGX:
1.23
SWDSX:
1.54
DODGX:
1.27
SWDSX:
9.22
DODGX:
4.10
SWDSX:
2.26%
DODGX:
3.53%
SWDSX:
9.80%
DODGX:
12.94%
SWDSX:
-50.18%
DODGX:
-67.34%
SWDSX:
-1.08%
DODGX:
-4.39%
Returns By Period
In the year-to-date period, SWDSX achieves a 4.76% return, which is significantly lower than DODGX's 6.77% return. Over the past 10 years, SWDSX has underperformed DODGX with an annualized return of 1.75%, while DODGX has yielded a comparatively higher 5.84% annualized return.
SWDSX
4.76%
2.54%
7.81%
19.23%
4.54%
1.75%
DODGX
6.77%
2.96%
3.09%
12.73%
8.46%
5.84%
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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 1.77%, more than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 1.77% | 1.85% | 2.12% | 2.25% | 2.06% | 2.10% | 1.55% | 1.77% | 1.78% | 1.69% | 2.37% | 1.56% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 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 2.45%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 2.60%. 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.