DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
PFPWX
Price
$57.55
Change
+$0.30 (+0.52%)
Updated
Jul 25 closing price
Net Assets
4.67B
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DODGX vs PFPWX

Header iconDODGX vs PFPWX Comparison
Open Charts DODGX vs PFPWXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Parnassus Value Equity Institutional
Price$57.55
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets4.67B
DODGX vs PFPWX Comparison Chart in %
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DODGX vs. PFPWX commentary
Jul 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 PFPWX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. PFPWX (4.67B). DODGX pays higher dividends than PFPWX: DODGX (1.38) vs PFPWX (1.12). DODGX was incepted earlier than PFPWX: DODGX (61 years) vs PFPWX (10 years). PFPWX (0.71) is less costly to investors than DODGX (0.51). PFPWX is a more actively managed with annual turnover of: 24.08 vs. DODGX (15.00). DODGX has a lower initial minimum investment than PFPWX: DODGX (2500) vs PFPWX (100000). PFPWX annual gain was more profitable for investors over the last year : 7.13 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. PFPWX (67.57).
DODGXPFPWXDODGX / PFPWX
Total Expense Ratio0.510.6578%
Annual Report Gross Expense Ratio0.510.7172%
Fund Existence61 years10 years-
Gain YTD7.9619.43184%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets117B4.67B2,505%
Annual Yield % from dividends1.381.12123%
Returns for 1 year6.767.1395%
Returns for 3 years30.7729.32105%
Returns for 5 years75.0267.57111%
Returns for 10 years62.92112.2556%
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