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DODGX vs PBEAX
DODGX vs PBEAX Comparison
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DODGX vs PBEAX Comparison Chart in %
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DODGX vs. PBEAX commentary
Aug 08, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Buy and PBEAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 123B vs. PBEAX (805M). DODGX pays higher dividends than PBEAX: DODGX (1.05) vs PBEAX (0.58). DODGX was incepted earlier than PBEAX: DODGX (62 years) vs PBEAX (37 years). PBEAX (0.90) is less costly to investors than DODGX (0.51). PBEAX is a more actively managed with annual turnover of: 46.00 vs. DODGX (20.00). PBEAX has a lower initial minimum investment than DODGX: PBEAX (1000) vs DODGX (2500). PBEAX annual gain was more profitable for investors over the last year : 20.67 vs. DODGX (17.35). DODGX return over 5 years is better than : 165.43 vs. PBEAX (31.61).
| DODGX | PBEAX | DODGX / PBEAX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.90 | 57% |
| Fund Existence | 62 years | 37 years | - |
| Gain YTD | 10.766 | 20.322 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 805M | 15,280% |
| Annual Yield % from dividends | 1.05 | 0.58 | 181% |
| Returns for 1 year | 17.35 | 20.67 | 84% |
| Returns for 3 years | 113.63 | 43.40 | 262% |
| Returns for 5 years | 165.43 | 31.61 | 523% |
| Returns for 10 years | 489.90 | 71.22 | 688% |
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