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DODGX vs PEIQX
DODGX vs PEIQX Comparison
Open Charts DODGX vs PEIQX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Principal Equity Income R5
Price$42.75
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets8.15B
DODGX vs PEIQX Comparison Chart in %
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DODGX vs. PEIQX commentary
Feb 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 PEIQX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. PEIQX (8.15B). DODGX (1.30) and PEIQX (1.29) have matching dividends . DODGX was incepted earlier than PEIQX: DODGX (61 years) vs PEIQX (16 years). PEIQX (0.77) is less costly to investors than DODGX (0.51). PEIQX is a more actively managed with annual turnover of: 16.70 vs. DODGX (15.00). PEIQX has a lower initial minimum investment than DODGX: PEIQX (0) vs DODGX (2500). PEIQX annual gain was more profitable for investors over the last year : 6.60 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. PEIQX (25.06).
| DODGX | PEIQX | DODGX / PEIQX | |
| Total Expense Ratio | 0.51 | 0.77 | 66% |
| Annual Report Gross Expense Ratio | 0.51 | 0.77 | 66% |
| Fund Existence | 61 years | 16 years | - |
| Gain YTD | 1.929 | 4.600 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.15B | 1,459% |
| Annual Yield % from dividends | 1.30 | 1.29 | 100% |
| Returns for 1 year | 1.19 | 6.60 | 18% |
| Returns for 3 years | 22.46 | 21.49 | 105% |
| Returns for 5 years | 41.75 | 25.06 | 167% |
| Returns for 10 years | 99.42 | 111.77 | 89% |
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