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DODGX vs PDIAX
DODGX vs PDIAX Comparison
Open Charts DODGX vs PDIAX
Virtus KAR Equity Income A
Price$21.36
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets121.16M
DODGX vs PDIAX Comparison Chart
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DODGX vs. PDIAX commentary
May 23, 2025
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 PDIAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. PDIAX (121M). PDIAX pays higher dividends than DODGX: PDIAX (2.82) vs DODGX (1.45). DODGX was incepted earlier than PDIAX: DODGX (60 years) vs PDIAX (28 years). PDIAX (1.12) is less costly to investors than DODGX (0.51). PDIAX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). PDIAX has a lower initial minimum investment than DODGX: PDIAX (0) vs DODGX (2500). PDIAX annual gain was more profitable for investors over the last year : 11.14 vs. DODGX (2.11). DODGX return over 5 years is better than : 80.56 vs. PDIAX (20.55).
| DODGX | PDIAX | DODGX / PDIAX | |
| Total Expense Ratio | 0.51 | 0.98 | 52% |
| Annual Report Gross Expense Ratio | 0.51 | 1.12 | 46% |
| Fund Existence | 60 years | 28 years | - |
| Gain YTD | 1.921 | 6.565 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 121M | 90,909% |
| Annual Yield % from dividends | 1.45 | 2.82 | 51% |
| Returns for 1 year | 2.11 | 11.14 | 19% |
| Returns for 3 years | 20.94 | 14.41 | 145% |
| Returns for 5 years | 80.56 | 20.55 | 392% |
| Returns for 10 years | 50.94 | 16.32 | 312% |
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