Interact to see
Advertisement
Advertisement
DODGX vs PFPWX
DODGX vs PFPWX Comparison
Open Charts DODGX vs PFPWX
Parnassus Value Equity Institutional
Price$53.61
Change-$0.67 (-1.23%)
VolumeN/A
Net Assets4.56B
DODGX vs PFPWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. PFPWX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. PFPWX (4.56B). DODGX pays higher dividends than PFPWX: DODGX (1.40) vs PFPWX (1.18). DODGX was incepted earlier than PFPWX: DODGX (60 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). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. PFPWX (2.78). DODGX return over 5 years is better than : 72.42 vs. PFPWX (66.83).
| DODGX | PFPWX | DODGX / PFPWX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.51 | 0.71 | 72% |
| Fund Existence | 60 years | 10 years | - |
| Gain YTD | 3.642 | 3.214 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 4.56B | 2,500% |
| Annual Yield % from dividends | 1.40 | 1.18 | 119% |
| Returns for 1 year | 5.93 | 2.78 | 213% |
| Returns for 3 years | 28.15 | 27.81 | 101% |
| Returns for 5 years | 72.42 | 66.83 | 108% |
| Returns for 10 years | 53.93 | 97.74 | 55% |