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PIGFX vs. DODGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PIGFX and DODGX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

PIGFX vs. DODGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Fundamental Growth Fund (PIGFX) and Dodge & Cox Stock Fund Class I (DODGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PIGFX:

16.63%

DODGX:

18.03%

Max Drawdown

PIGFX:

-1.27%

DODGX:

-67.34%

Current Drawdown

PIGFX:

0.00%

DODGX:

-7.55%

Returns By Period


PIGFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

DODGX

YTD

3.24%

1M

8.59%

6M

-5.53%

1Y

3.44%

3Y*

6.00%

5Y*

14.48%

10Y*

5.35%

*Annualized

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Pioneer Fundamental Growth Fund

Dodge & Cox Stock Fund Class I

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIGFX
The Risk-Adjusted Performance Rank of PIGFX is 1818
Overall Rank
The Sharpe Ratio Rank of PIGFX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of PIGFX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of PIGFX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of PIGFX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of PIGFX is 1717
Martin Ratio Rank

DODGX
The Risk-Adjusted Performance Rank of DODGX is 3131
Overall Rank
The Sharpe Ratio Rank of DODGX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of DODGX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of DODGX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of DODGX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of DODGX is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



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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 1.47%.


TTM20242023202220212020201920182017201620152014
PIGFX
Pioneer Fundamental Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DODGX
Dodge & Cox Stock Fund Class I
1.47%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 -1.27%, 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.


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Volatility

PIGFX vs. DODGX - Volatility Comparison


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