DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
PEQRX
Price
$38.21
Change
+$0.33 (+0.87%)
Updated
Sep 26 closing price
Net Assets
41.7B
Interact to see
Advertisement

DODGX vs PEQRX

Header iconDODGX vs PEQRX Comparison
Open Charts DODGX vs PEQRXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Putnam Large Cap Value R
Price$38.21
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets41.7B
DODGX vs PEQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. PEQRX commentary
Sep 27, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. PEQRX (41.7B). DODGX pays higher dividends than PEQRX: DODGX (1.34) vs PEQRX (0.90). 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 : 5.17 vs. DODGX (3.35). DODGX return over 5 years is better than : 78.53 vs. PEQRX (71.34).
DODGXPEQRXDODGX / PEQRX
Total Expense Ratio0.511.1345%
Annual Report Gross Expense Ratio0.511.1345%
Fund Existence61 years23 years-
Gain YTD8.85112.72570%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B41.7B290%
Annual Yield % from dividends1.340.90149%
Returns for 1 year3.355.1765%
Returns for 3 years45.7547.3497%
Returns for 5 years78.5371.34110%
Returns for 10 years87.64120.0273%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VV306.761.82
+0.60%
Vanguard Large-Cap ETF
FXED18.590.04
+0.19%
Sound Enhanced Fixed Income ETF
IBDY26.180.02
+0.08%
iShares iBonds Dec 2033 Term Corp ETF
SIO26.360.01
+0.04%
Touchstone Strategic Income ETF
LFAI156.34-10.26
-6.16%
LifeX 2050 Longevity Income ETF