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DODGX vs PLVIX
DODGX vs PLVIX Comparison
Open Charts DODGX vs PLVIX
Principal Large Cap Value III Inst
Price$20.58
Change-$0.07 (-0.34%)
VolumeN/A
CapitalizationN/A
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DODGX vs PLVIX Comparison Chart
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DODGX vs. PLVIX 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 PLVIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PLVIX (3.82B). PLVIX (1.41) and DODGX (1.36) have matching dividends . DODGX was incepted earlier than PLVIX: DODGX (60 years) vs PLVIX (24 years). PLVIX is a more actively managed with annual turnover of: 44.90 vs. DODGX (12.00). PLVIX has a lower initial minimum investment than DODGX: PLVIX (0) vs DODGX (2500). PLVIX (17.80) and DODGX (17.75) have marching annual gain over last year. DODGX return over 5 years is better than : 49.54 vs. PLVIX (26.61).
| DODGX | PLVIX | DODGX / PLVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 24 years | - |
| Gain YTD | 12.249 | 13.444 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 3.82B | 3,033% |
| Annual Yield % from dividends | 1.36 | 1.41 | 96% |
| Returns for 1 year | 17.75 | 17.80 | 100% |
| Returns for 3 years | 17.32 | 4.31 | 402% |
| Returns for 5 years | 49.54 | 26.61 | 186% |
| Returns for 10 years | 55.15 | 49.75 | 111% |