PNGAX vs. DODFX
Compare and contrast key facts about Putnam International Value Fund (PNGAX) and Dodge & Cox International Stock Fund (DODFX).
PNGAX is managed by Putnam. It was launched on Jul 31, 1996. DODFX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNGAX or DODFX.
Correlation
The correlation between PNGAX and DODFX is 0.91, 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
PNGAX vs. DODFX - Performance Comparison
Key characteristics
PNGAX:
0.84
DODFX:
0.93
PNGAX:
1.21
DODFX:
1.32
PNGAX:
1.15
DODFX:
1.16
PNGAX:
1.06
DODFX:
1.00
PNGAX:
2.75
DODFX:
2.56
PNGAX:
3.86%
DODFX:
4.39%
PNGAX:
12.61%
DODFX:
12.12%
PNGAX:
-62.20%
DODFX:
-66.85%
PNGAX:
-5.17%
DODFX:
-6.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with PNGAX having a 4.39% return and DODFX slightly lower at 4.33%. Both investments have delivered pretty close results over the past 10 years, with PNGAX having a 4.83% annualized return and DODFX not far ahead at 5.06%.
PNGAX
4.39%
4.00%
0.13%
9.86%
6.86%
4.83%
DODFX
4.33%
3.75%
2.46%
10.16%
7.28%
5.06%
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PNGAX vs. DODFX - Expense Ratio Comparison
PNGAX has a 1.27% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Risk-Adjusted Performance
PNGAX vs. DODFX — Risk-Adjusted Performance Rank
PNGAX
DODFX
PNGAX vs. DODFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Value Fund (PNGAX) and Dodge & Cox International Stock Fund (DODFX). 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
PNGAX vs. DODFX - Dividend Comparison
PNGAX's dividend yield for the trailing twelve months is around 2.50%, more than DODFX's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNGAX Putnam International Value Fund | 2.50% | 2.61% | 2.35% | 1.63% | 1.16% | 1.59% | 2.21% | 2.31% | 1.11% | 2.23% | 1.09% | 4.03% |
DODFX Dodge & Cox International Stock Fund | 2.16% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 4.68% |
Drawdowns
PNGAX vs. DODFX - Drawdown Comparison
The maximum PNGAX drawdown since its inception was -62.20%, smaller than the maximum DODFX drawdown of -66.85%. Use the drawdown chart below to compare losses from any high point for PNGAX and DODFX. For additional features, visit the drawdowns tool.
Volatility
PNGAX vs. DODFX - Volatility Comparison
Putnam International Value Fund (PNGAX) and Dodge & Cox International Stock Fund (DODFX) have volatilities of 3.16% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.