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DODGX vs PEQRX
DODGX vs PEQRX Comparison
Open Charts DODGX vs PEQRX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Putnam Large Cap Value R
Price$40.66
Change+$2.51 (+6.58%)
VolumeN/A
Net Assets47.55B
DODGX vs PEQRX Comparison Chart in %
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DODGX vs. PEQRX 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 PEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. PEQRX (47.6B). DODGX pays higher dividends than PEQRX: DODGX (1.30) vs PEQRX (0.84). 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 : 16.00 vs. DODGX (1.19). PEQRX return over 5 years is better than : 57.12 vs. DODGX (41.75).
| DODGX | PEQRX | DODGX / PEQRX | |
| Total Expense Ratio | 0.51 | 1.13 | 45% |
| Annual Report Gross Expense Ratio | 0.51 | 1.13 | 45% |
| Fund Existence | 61 years | 23 years | - |
| Gain YTD | 1.929 | 4.902 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 47.6B | 250% |
| Annual Yield % from dividends | 1.30 | 0.84 | 154% |
| Returns for 1 year | 1.19 | 16.00 | 7% |
| Returns for 3 years | 22.46 | 42.98 | 52% |
| Returns for 5 years | 41.75 | 57.12 | 73% |
| Returns for 10 years | 99.42 | 150.25 | 66% |
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