DODGX
Price
$17.38
Change
+$0.02 (+0.12%)
Updated
Dec 2 closing price
Net Assets
118.72B
PEQRX
Price
$39.50
Change
-$0.04 (-0.10%)
Updated
Dec 2 closing price
Net Assets
43.92B
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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$17.38
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets118.72B
Putnam Large Cap Value R
Price$39.50
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets43.92B
DODGX vs PEQRX Comparison Chart in %
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DODGX vs. PEQRX commentary
Dec 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. PEQRX (43.9B). DODGX pays higher dividends than PEQRX: DODGX (1.32) vs PEQRX (0.81). 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 : 4.16 vs. DODGX (-1.77). PEQRX return over 5 years is better than : 54.52 vs. DODGX (47.44).
DODGXPEQRXDODGX / PEQRX
Total Expense Ratio0.511.1345%
Annual Report Gross Expense Ratio0.511.1345%
Fund Existence61 years23 years-
Gain YTD9.26816.85555%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B43.9B271%
Annual Yield % from dividends1.320.81164%
Returns for 1 year-1.774.16-43%
Returns for 3 years23.6931.7475%
Returns for 5 years47.4454.5287%
Returns for 10 years70.88109.5465%
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