Ad is loading...
DODGX vs PFPWX
DODGX vs PFPWX Comparison
Open Charts DODGX vs PFPWX
Parnassus Value Equity Institutional
Price$57.05
Change-$0.36 (-0.63%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DODGX vs PFPWX Comparison Chart
Loading...
DODGX vs. PFPWX 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 PFPWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PFPWX (5.07B). DODGX pays higher dividends than PFPWX: DODGX (1.36) vs PFPWX (1.27). DODGX was incepted earlier than PFPWX: DODGX (60 years) vs PFPWX (9 years). PFPWX is a more actively managed with annual turnover of: 30.19 vs. DODGX (12.00). DODGX has a lower initial minimum investment than PFPWX: DODGX (2500) vs PFPWX (100000). PFPWX annual gain was more profitable for investors over the last year : 24.89 vs. DODGX (20.73). PFPWX return over 5 years is better than : 68.90 vs. DODGX (50.19).
| DODGX | PFPWX | DODGX / PFPWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 12.733 | 12.658 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 5.07B | 2,287% |
| Annual Yield % from dividends | 1.36 | 1.27 | 107% |
| Returns for 1 year | 20.73 | 24.89 | 83% |
| Returns for 3 years | 20.35 | 0.42 | 4,852% |
| Returns for 5 years | 50.19 | 68.90 | 73% |
| Returns for 10 years | 58.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...