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.
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
Key characteristics
PIGFX:
-0.34
DODGX:
0.01
PIGFX:
-0.33
DODGX:
0.13
PIGFX:
0.95
DODGX:
1.02
PIGFX:
-0.30
DODGX:
0.01
PIGFX:
-1.10
DODGX:
0.02
PIGFX:
6.57%
DODGX:
5.21%
PIGFX:
21.30%
DODGX:
17.62%
PIGFX:
-41.72%
DODGX:
-67.34%
PIGFX:
-19.31%
DODGX:
-14.86%
Returns By Period
In the year-to-date period, PIGFX achieves a -10.17% return, which is significantly lower than DODGX's -4.92% return. Over the past 10 years, PIGFX has outperformed DODGX with an annualized return of 5.00%, while DODGX has yielded a comparatively lower 4.70% annualized return.
PIGFX
-10.17%
-6.48%
-16.48%
-6.14%
4.17%
5.00%
DODGX
-4.92%
-8.92%
-12.25%
-0.06%
12.23%
4.70%
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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.
Risk-Adjusted Performance
PIGFX vs. DODGX — Risk-Adjusted Performance Rank
PIGFX
DODGX
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 1.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.24% | 0.17% | 0.29% | 0.28% | 0.26% |
DODGX Dodge & Cox Stock Fund Class I | 1.59% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
PIGFX vs. DODGX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -41.72%, smaller than the maximum DODGX drawdown of -67.34%. 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
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 15.67% compared to Dodge & Cox Stock Fund Class I (DODGX) at 11.92%. 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.