DODGX
Price
$16.90
Change
-$0.09 (-0.53%)
Updated
Nov 19 closing price
Net Assets
118.72B
PEQRX
Price
$38.47
Change
+$0.01 (+0.03%)
Updated
Nov 19 closing price
Net Assets
42.72B
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DODGX vs PEQRX

Header iconDODGX vs PEQRX Comparison
Open Charts DODGX vs PEQRXBanner chart's image
Dodge & Cox Stock I
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets118.72B
Putnam Large Cap Value R
Price$38.47
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets42.72B
DODGX vs PEQRX Comparison Chart in %
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DODGX vs. PEQRX commentary
Nov 20, 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 Hold and PEQRX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. PEQRX (42.7B). DODGX pays higher dividends than PEQRX: DODGX (1.34) vs PEQRX (0.83). DODGX was incepted earlier than PEQRX: DODGX (61 years) vs PEQRX (23 years). PEQRX (1.13) is less costly to investors than DODGX (0.51). PEQRX is a more actively managed with annual turnover of: 16.00 vs. DODGX (15.00). PEQRX has a lower initial minimum investment than DODGX: PEQRX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 22.13 vs. PEQRX (3.48). DODGX return over 5 years is better than : 255.03 vs. PEQRX (54.90).
DODGXPEQRXDODGX / PEQRX
Total Expense Ratio0.511.1345%
Annual Report Gross Expense Ratio0.511.1345%
Fund Existence61 years23 years-
Gain YTD27.42413.693200%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B42.7B279%
Annual Yield % from dividends1.340.83161%
Returns for 1 year22.133.48637%
Returns for 3 years136.7931.45435%
Returns for 5 years255.0354.90465%
Returns for 10 years424.08103.97408%
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