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DODGX vs PFPWX
DODGX vs PFPWX Comparison
Open Charts DODGX vs PFPWX
Parnassus Value Equity Institutional
Price$58.18
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets4.64B
DODGX vs PFPWX Comparison Chart in %
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DODGX vs. PFPWX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. PFPWX (4.64B). DODGX pays higher dividends than PFPWX: DODGX (1.34) vs PFPWX (1.07). 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 : 6.37 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. PFPWX (58.09).
| 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 | 8.992 | 10.458 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 4.64B | 2,498% |
| Annual Yield % from dividends | 1.34 | 1.07 | 125% |
| Returns for 1 year | 5.19 | 6.37 | 81% |
| Returns for 3 years | 33.89 | 33.66 | 101% |
| Returns for 5 years | 69.07 | 58.09 | 119% |
| Returns for 10 years | 76.03 | 124.48 | 61% |
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