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DODGX vs PNEAX
DODGX vs PNEAX Comparison
Open Charts DODGX vs PNEAX
Virtus NFJ Dividend Value A
Price$10.58
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets490.3M
DODGX vs PNEAX Comparison Chart in %
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DODGX vs. PNEAX commentary
Oct 19, 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 PNEAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. PNEAX (490M). PNEAX pays higher dividends than DODGX: PNEAX (1.91) vs DODGX (1.33). DODGX was incepted earlier than PNEAX: DODGX (61 years) vs PNEAX (24 years). PNEAX (1.02) is less costly to investors than DODGX (0.51). PNEAX is a more actively managed with annual turnover of: 36.00 vs. DODGX (15.00). DODGX (2500) and PNEAX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 0.72 vs. PNEAX (-3.80). DODGX return over 5 years is better than : 69.30 vs. PNEAX (11.47).
| DODGX | PNEAX | DODGX / PNEAX | |
| Total Expense Ratio | 0.51 | 1.02 | 50% |
| Annual Report Gross Expense Ratio | 0.51 | 1.02 | 50% |
| Fund Existence | 61 years | 24 years | - |
| Gain YTD | 9.284 | 3.918 | 237% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 490M | 24,490% |
| Annual Yield % from dividends | 1.33 | 1.91 | 70% |
| Returns for 1 year | 0.72 | -3.80 | -19% |
| Returns for 3 years | 38.93 | 6.56 | 594% |
| Returns for 5 years | 69.30 | 11.47 | 604% |
| Returns for 10 years | 74.25 | -20.86 | -356% |
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