DODGX
Price
$264.02
Change
-$4.13 (-1.54%)
Updated
Sep 6 closing price
PESAX
Price
$19.71
Change
-$0.23 (-1.15%)
Updated
Sep 6 closing price
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DODGX vs PESAX

Header iconDODGX vs PESAX Comparison
Open Charts DODGX vs PESAXBanner chart's image
Dodge & Cox Stock I
Price$264.02
Change-$4.13 (-1.54%)
VolumeN/A
CapitalizationN/A
Principal Large Cap Value III R1
Price$19.71
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
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DODGX vs PESAX Comparison Chart
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VS
DODGX vs. PESAX commentary
Sep 08, 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 PESAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PESAX (3.68B). DODGX pays higher dividends than PESAX: DODGX (1.36) vs PESAX (0.64). DODGX was incepted earlier than PESAX: DODGX (60 years) vs PESAX (20 years). PESAX is a more actively managed with annual turnover of: 44.90 vs. DODGX (12.00). PESAX has a lower initial minimum investment than DODGX: PESAX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 17.60 vs. PESAX (15.55). DODGX return over 5 years is better than : 50.85 vs. PESAX (21.95).
DODGXPESAXDODGX / PESAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years20 years-
Gain YTD11.00711.025100%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B3.68B3,150%
Annual Yield % from dividends1.360.64213%
Returns for 1 year17.6015.55113%
Returns for 3 years13.24-1.55-852%
Returns for 5 years50.8521.95232%
Returns for 10 years54.8736.89149%
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