DODGX vs SFLNX

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.

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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 expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (35.16% of Total Assets)

Name Symbol % Assets
WFC WFC 4.21%
TWC TWC 4.15%
COF COF 3.97%
SCHW SCHW 3.83%
HPE HPE 3.49%
GOOG GOOG 3.24%
CMCSA CMCSA 3.19%
MET MET 3.09%
HPQ HPQ 3.01%
MSFT MSFT 3.00%

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?

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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 expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (22.44% of Total Assets)

Name Symbol % Assets
XOM XOM 4.56%
AAPL AAPL 3.69%
GME GME 2.51%
XOM XOM 2.36%
JPM JPM 1.73%
MSFT MSFT 1.65%
WMT WMT 1.62%
WFC WFC 1.48%
T T 1.48%
CVX CVX 1.37%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.