Correlation
The correlation between PDGIX and DODGX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
PDGIX vs. DODGX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund (PDGIX) and Dodge & Cox Stock Fund Class I (DODGX).
PDGIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGIX or DODGX.
Performance
PDGIX vs. DODGX - Performance Comparison
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Key characteristics
PDGIX:
0.44
DODGX:
0.68
PDGIX:
0.64
DODGX:
1.00
PDGIX:
1.09
DODGX:
1.15
PDGIX:
0.37
DODGX:
0.73
PDGIX:
1.21
DODGX:
2.82
PDGIX:
5.09%
DODGX:
3.88%
PDGIX:
16.28%
DODGX:
16.86%
PDGIX:
-33.17%
DODGX:
-63.24%
PDGIX:
-4.30%
DODGX:
-3.53%
Returns By Period
In the year-to-date period, PDGIX achieves a 4.79% return, which is significantly higher than DODGX's 3.75% return.
PDGIX
4.79%
4.03%
-4.30%
5.83%
7.79%
11.35%
N/A
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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PDGIX vs. DODGX - Expense Ratio Comparison
Both PDGIX and DODGX have an expense ratio of 0.51%.
Risk-Adjusted Performance
PDGIX vs. DODGX — Risk-Adjusted Performance Rank
PDGIX
DODGX
PDGIX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) and Dodge & Cox Stock Fund Class I (DODGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PDGIX vs. DODGX - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 4.60%, less than DODGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 4.60% | 4.80% | 2.90% | 3.99% | 2.09% | 1.15% | 1.89% | 3.81% | 2.31% | 3.20% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
Drawdowns
PDGIX vs. DODGX - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for PDGIX and DODGX.
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Volatility
PDGIX vs. DODGX - Volatility Comparison
T. Rowe Price Dividend Growth Fund (PDGIX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 4.05% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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