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DODGX vs PDIAX
DODGX vs PDIAX Comparison
Open Charts DODGX vs PDIAX
Virtus KAR Equity Income A
Price$21.48
Change-$0.09 (-0.42%)
VolumeN/A
CapitalizationN/A
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DODGX vs PDIAX Comparison Chart
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DODGX vs. PDIAX commentary
Sep 21, 2024
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 StrongBuy and PDIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PDIAX (128M). PDIAX pays higher dividends than DODGX: PDIAX (2.59) vs DODGX (1.36). DODGX was incepted earlier than PDIAX: DODGX (60 years) vs PDIAX (27 years). PDIAX is a more actively managed with annual turnover of: 27.00 vs. DODGX (12.00). DODGX (2500) and PDIAX (2500) have matching initial minimum investment requirements. DODGX (20.73) and PDIAX (19.72) have marching annual gain over last year. DODGX return over 5 years is better than : 50.19 vs. PDIAX (13.61).
| DODGX | PDIAX | DODGX / PDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 27 years | - |
| Gain YTD | 12.733 | 12.520 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 128M | 90,625% |
| Annual Yield % from dividends | 1.36 | 2.59 | 53% |
| Returns for 1 year | 20.73 | 19.72 | 105% |
| Returns for 3 years | 20.35 | 12.85 | 158% |
| Returns for 5 years | 50.19 | 13.61 | 369% |
| Returns for 10 years | 58.41 | 16.17 | 361% |
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