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DODGX vs PNEAX
DODGX vs PNEAX Comparison
Open Charts DODGX vs PNEAX
Virtus NFJ Dividend Value A
Price$10.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets508.06M
DODGX vs PNEAX Comparison Chart in %
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DODGX vs. PNEAX commentary
Aug 30, 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 Buy and PNEAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PNEAX (508M). PNEAX pays higher dividends than DODGX: PNEAX (1.57) vs DODGX (1.39). DODGX was incepted earlier than PNEAX: DODGX (61 years) vs PNEAX (24 years). PNEAX (1.02) is less costly to investors than DODGX (0.51). PNEAX is a more actively managed with annual turnover of: 53.00 vs. DODGX (15.00). DODGX (2500) and PNEAX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 4.46 vs. PNEAX (0.03). DODGX return over 5 years is better than : 67.53 vs. PNEAX (13.19).
| DODGX | PNEAX | DODGX / PNEAX | |
| Total Expense Ratio | 0.51 | 1.02 | 50% |
| Annual Report Gross Expense Ratio | 0.51 | 1.02 | 50% |
| Fund Existence | 61 years | 24 years | - |
| Gain YTD | 9.224 | 5.005 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 508M | 22,835% |
| Annual Yield % from dividends | 1.39 | 1.57 | 88% |
| Returns for 1 year | 4.46 | 0.03 | 17,147% |
| Returns for 3 years | 29.58 | -2.32 | -1,273% |
| Returns for 5 years | 67.53 | 13.19 | 512% |
| Returns for 10 years | 76.05 | -20.18 | -377% |
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