Both DODGX and SFLNX are mutual funds. DODGX has a higher 5-year return than SFLNX (15.86% vs 14.43%). DODGX has a higher expense ratio than SFLNX (0.52% vs 0.25%). Below is the comparison between DODGX and SFLNX.
| DODGX | SFLNX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | Dodge & Cox | Schwab Funds |
| Net Assets | $85.09B | $6.66B |
| Expense Ratio | 0.52% | 0.25% |
| Management Style | active | passive (index-based) |
| 30-Day Yield | 1.35% | 1.85% |
| Minimum Investment | $2,500 | $1,000 |
| YTD Return | 15.86% | 14.32% |
| 1-Year Return | 75.26% | 68.80% |
| 3-Year Return | 13.59% | 15.22% |
| 5-Year Return | 15.86% | 14.43% |
| 10-Year Return | 12.96% | 12.50% |
DODGX
DODGX description
The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.
DODGX performance & returns
| YTD Return | 15.86% |
| 1-Month Return | 6.02% |
| 3-Month Return | 15.86% |
| 1-Year Return | 75.26% |
| 3-Year Return | 13.59% |
| 5-Year Return | 15.86% |
| 10-Year Return | 12.96% |
DODGX holdings
Top 10 Holdings (35.16% of Total Assets)
DODGX pros
The following are DODGX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
DODGX cons
The following are DODGX weaknesses from our perspective:
- DODGX expense ratio is 0.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant DODGX comparisons
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SFLNX
SFLNX description
The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.
SFLNX performance & returns
| YTD Return | 14.32% |
| 1-Month Return | 6.85% |
| 3-Month Return | 14.32% |
| 1-Year Return | 68.80% |
| 3-Year Return | 15.22% |
| 5-Year Return | 14.43% |
| 10-Year Return | 12.50% |
SFLNX holdings
Top 10 Holdings (22.44% of Total Assets)
SFLNX pros
The following are SFLNX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
SFLNX cons
None that we could think of.Other relevant SFLNX comparisons
You may also want to check out the following SFLNX comparisons that investors often look for on Finny
- SFLNX vs SWPPX
- SFLNX vs DODGX
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- SFLNX vs GSFTX
- SFLNX vs MADVX
- SFLNX vs PRFDX
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- SFLNX vs FEQIX
- SFLNX vs DSEEX