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:
1.51
DODGX:
0.83
PIGFX:
2.05
DODGX:
1.09
PIGFX:
1.28
DODGX:
1.18
PIGFX:
0.94
DODGX:
0.91
PIGFX:
8.38
DODGX:
5.07
PIGFX:
2.40%
DODGX:
2.09%
PIGFX:
13.33%
DODGX:
12.77%
PIGFX:
-41.72%
DODGX:
-63.25%
PIGFX:
-3.59%
DODGX:
-10.13%
Returns By Period
In the year-to-date period, PIGFX achieves a 19.40% return, which is significantly higher than DODGX's 9.73% return. Over the past 10 years, PIGFX has underperformed DODGX with an annualized return of 7.12%, while DODGX has yielded a comparatively higher 10.09% annualized return.
PIGFX
19.40%
-0.70%
3.58%
19.83%
6.72%
7.12%
DODGX
9.73%
-9.25%
0.53%
10.20%
11.09%
10.09%
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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 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's dividend yield for the trailing twelve months is around 5.66%, more than DODGX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 5.66% | 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 | 1.19% | 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 7.68%. 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.