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:
0.81
DODFX:
0.75
PNGAX:
1.17
DODFX:
1.08
PNGAX:
1.16
DODFX:
1.15
PNGAX:
0.96
DODFX:
0.81
PNGAX:
3.04
DODFX:
2.36
PNGAX:
4.41%
DODFX:
4.94%
PNGAX:
16.54%
DODFX:
15.67%
PNGAX:
-62.85%
DODFX:
-66.85%
PNGAX:
-5.19%
DODFX:
-6.59%
Returns By Period
In the year-to-date period, PNGAX achieves a 9.24% return, which is significantly higher than DODFX's 6.53% return. Both investments have delivered pretty close results over the past 10 years, with PNGAX having a 4.36% annualized return and DODFX not far behind at 4.35%.
PNGAX
9.24%
-5.19%
1.76%
12.77%
13.35%
4.36%
DODFX
6.53%
-6.59%
-1.48%
11.33%
14.39%
4.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.39%, more than DODFX's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNGAX Putnam International Value Fund | 2.39% | 2.61% | 2.35% | 1.63% | 1.16% | 1.59% | 2.21% | 2.31% | 1.11% | 2.23% | 1.09% | 2.01% |
DODFX Dodge & Cox International Stock Fund | 2.11% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
Drawdowns
PNGAX vs. DODFX - Drawdown Comparison
The maximum PNGAX drawdown since its inception was -62.85%, 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) has a higher volatility of 10.30% compared to Dodge & Cox International Stock Fund (DODFX) at 9.46%. This indicates that PNGAX's price experiences larger fluctuations and is considered to be riskier than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.