Interact to see
Advertisement
Advertisement
DODGX vs PEQRX
DODGX vs PEQRX Comparison
Open Charts DODGX vs PEQRX
DODGX vs PEQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. PEQRX commentary
Sep 04, 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 PEQRX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 123B vs. PEQRX (56.1B). DODGX pays higher dividends than PEQRX: DODGX (1.04) vs PEQRX (0.66). DODGX was incepted earlier than PEQRX: DODGX (62 years) vs PEQRX (24 years). PEQRX (1.10) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 20.00 vs. PEQRX (18.00). PEQRX has a lower initial minimum investment than DODGX: PEQRX (0) vs DODGX (2500). PEQRX annual gain was more profitable for investors over the last year : 19.44 vs. DODGX (11.49). DODGX return over 5 years is better than : 161.08 vs. PEQRX (47.19).
| DODGX | PEQRX | DODGX / PEQRX | |
| Total Expense Ratio | 0.51 | 1.10 | 46% |
| Annual Report Gross Expense Ratio | 0.51 | 1.10 | 46% |
| Fund Existence | 62 years | 24 years | - |
| Gain YTD | 10.038 | 15.158 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 56.1B | 219% |
| Annual Yield % from dividends | 1.04 | 0.66 | 157% |
| Returns for 1 year | 11.49 | 19.44 | 59% |
| Returns for 3 years | 115.15 | 51.87 | 222% |
| Returns for 5 years | 161.08 | 47.19 | 341% |
| Returns for 10 years | 476.24 | 135.86 | 351% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WGMCX | 37.16 | 0.18 | +0.49% |
| Wasatch Ultra Growth Institutional | |||
| RGBCX | 42.94 | 0.02 | +0.05% |
| American Funds Global Balanced R-3 | |||
| WHGMX | 18.37 | N/A | N/A |
| Westwood Quality SMidCap Fund Inst | |||
| BAUAX | 30.86 | N/A | N/A |
| Brown Advisory Small-Cap Fdmtl Val Adv | |||
| JLPYX | 25.80 | N/A | N/A |
| JPMorgan US Large Cap Core Plus R6 | |||