DODGX
Price
$280.62
Change
+$2.82 (+1.02%)
Updated
Oct 20 closing price
Net Assets
120.32B
PEQRX
Price
$38.29
Change
+$0.20 (+0.53%)
Updated
Oct 20 closing price
Net Assets
42.14B
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DODGX vs PEQRX

Header iconDODGX vs PEQRX Comparison
Open Charts DODGX vs PEQRXBanner chart's image
Dodge & Cox Stock I
Price$280.62
Change+$2.82 (+1.02%)
VolumeN/A
Net Assets120.32B
Putnam Large Cap Value R
Price$38.29
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets42.14B
DODGX vs PEQRX Comparison Chart in %
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DODGX vs. PEQRX commentary
Oct 21, 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 PEQRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. PEQRX (42.1B). DODGX pays higher dividends than PEQRX: DODGX (1.33) vs PEQRX (0.67). DODGX was incepted earlier than PEQRX: DODGX (61 years) vs PEQRX (23 years). PEQRX (1.13) is less costly to investors than DODGX (0.51). PEQRX is a more actively managed with annual turnover of: 16.00 vs. DODGX (15.00). PEQRX has a lower initial minimum investment than DODGX: PEQRX (0) vs DODGX (2500). PEQRX annual gain was more profitable for investors over the last year : 2.74 vs. DODGX (0.72). DODGX return over 5 years is better than : 69.30 vs. PEQRX (62.64).
DODGXPEQRXDODGX / PEQRX
Total Expense Ratio0.511.1345%
Annual Report Gross Expense Ratio0.511.1345%
Fund Existence61 years23 years-
Gain YTD9.28412.37175%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B42.1B285%
Annual Yield % from dividends1.330.67198%
Returns for 1 year0.722.7426%
Returns for 3 years38.9340.2097%
Returns for 5 years69.3062.64111%
Returns for 10 years74.25103.4872%
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