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 US. It was launched on Aug 22, 2002. 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: PIGFX or DODGX.
Key characteristics
| PIGFX | DODGX | |
|---|---|---|
| YTD Return | 21.08% | 19.84% |
| 1Y Return | 23.54% | 29.57% |
| 3Y Return (Ann) | -0.41% | 9.07% |
| 5Y Return (Ann) | 6.66% | 13.99% |
| 10Y Return (Ann) | 7.34% | 11.35% |
| Sharpe Ratio | 1.72 | 2.78 |
| Sortino Ratio | 2.28 | 3.86 |
| Omega Ratio | 1.32 | 1.51 |
| Calmar Ratio | 1.02 | 5.66 |
| Martin Ratio | 9.47 | 20.99 |
| Ulcer Index | 2.44% | 1.43% |
| Daily Std Dev | 13.43% | 10.81% |
| Max Drawdown | -41.72% | -63.25% |
| Current Drawdown | -2.24% | -1.67% |
Correlation
The correlation between PIGFX and DODGX is 0.79, 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.
Performance
PIGFX vs. DODGX - Performance Comparison
In the year-to-date period, PIGFX achieves a 21.08% return, which is significantly higher than DODGX's 19.84% return. Over the past 10 years, PIGFX has underperformed DODGX with an annualized return of 7.34%, while DODGX has yielded a comparatively higher 11.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIGFX vs. DODGX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
PIGFX vs. DODGX - Risk-Adjusted Performance 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.
Dividends
PIGFX vs. DODGX - Dividend Comparison
PIGFX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.24% | 0.17% | 0.29% | 0.28% | 0.26% | 0.36% |
DODGX Dodge & Cox Stock Fund Class I | 1.40% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
PIGFX vs. DODGX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -41.72%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for PIGFX and DODGX. For additional features, visit the drawdowns tool.
Volatility
PIGFX vs. DODGX - Volatility Comparison
The current volatility for Pioneer Fundamental Growth Fund (PIGFX) is 3.95%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.18%. This indicates that PIGFX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.