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DODGX vs PFPWX
DODGX vs PFPWX Comparison
Open Charts DODGX vs PFPWX
Parnassus Value Equity Institutional
Price$56.39
Change+$0.32 (+0.57%)
VolumeN/A
Net Assets4.63B
DODGX vs PFPWX Comparison Chart in %
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DODGX vs. PFPWX commentary
Jul 07, 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 (4.63B). 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). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. PFPWX (6.10). DODGX return over 5 years is better than : 79.15 vs. PFPWX (69.13).
| DODGX | PFPWX | DODGX / PFPWX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.51 | 0.71 | 72% |
| Fund Existence | 61 years | 10 years | - |
| Gain YTD | 7.647 | 7.226 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 4.63B | 2,464% |
| Annual Yield % from dividends | 1.38 | 1.12 | 123% |
| Returns for 1 year | 8.33 | 6.10 | 137% |
| Returns for 3 years | 31.93 | 29.00 | 110% |
| Returns for 5 years | 79.15 | 69.13 | 114% |
| Returns for 10 years | 63.83 | 109.70 | 58% |
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