PIGFX vs. DODGX
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Dodge & Cox Stock Fund Class I (DODGX).
PIGFX is managed by Amundi. It was launched on Aug 22, 2002. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
PIGFX vs. DODGX - Performance Comparison
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PIGFX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | -9.23% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, PIGFX achieves a -9.23% return, which is significantly lower than DODGX's -1.65% return. Both investments have delivered pretty close results over the past 10 years, with PIGFX having a 12.92% annualized return and DODGX not far behind at 12.55%.
PIGFX
- 1D
- 3.07%
- 1M
- -4.72%
- YTD
- -9.23%
- 6M
- -8.09%
- 1Y
- 9.09%
- 3Y*
- 14.23%
- 5Y*
- 8.80%
- 10Y*
- 12.92%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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PIGFX vs. DODGX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
PIGFX vs. DODGX — Risk / Return Rank
PIGFX
DODGX
PIGFX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) 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.
| PIGFX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.49 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.78 | 0.78 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.60 | +0.06 |
Martin ratioReturn relative to average drawdown | 2.13 | 2.50 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIGFX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.49 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.59 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.65 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between PIGFX and DODGX is 0.83, 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.
Dividends
PIGFX vs. DODGX - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 21.13%, more than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 21.13% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
PIGFX vs. DODGX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for PIGFX and DODGX.
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Drawdown Indicators
| PIGFX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -63.24% | +19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -12.23% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -21.85% | -5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -40.41% | +8.94% |
Current DrawdownCurrent decline from peak | -11.69% | -5.31% | -6.38% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -7.53% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 2.94% | +1.59% |
Volatility
PIGFX vs. DODGX - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 6.03% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIGFX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 4.23% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 8.72% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 16.33% | +4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 16.05% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 19.25% | -0.40% |