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AFALX vs DODGX
AFALX vs DODGX Comparison
Open Charts AFALX vs DODGX
Applied Finance Dividend Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.68M
AFALX vs DODGX Comparison Chart in %
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AFALX vs. DODGX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFALX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AFALX (27.7M). AFALX pays higher dividends than DODGX: AFALX (2.08) vs DODGX (1.38). AFALX was incepted earlier than DODGX: AFALX (19 years) vs DODGX (61 years). AFALX (2.04) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. AFALX (7.36). AFALX has a lower initial minimum investment than DODGX: AFALX (1000) vs DODGX (2500). AFALX annual gain was more profitable for investors over the last year : 11.25 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. AFALX (1.10).
| AFALX | DODGX | AFALX / DODGX | |
| Total Expense Ratio | 1.21 | 0.51 | 237% |
| Annual Report Gross Expense Ratio | 2.04 | 0.51 | 400% |
| Fund Existence | 19 years | 61 years | - |
| Gain YTD | 6.267 | 7.647 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 114B | 0% |
| Annual Yield % from dividends | 2.08 | 1.38 | 151% |
| Returns for 1 year | 11.25 | 8.33 | 135% |
| Returns for 3 years | 19.68 | 31.93 | 62% |
| Returns for 5 years | 1.10 | 79.15 | 1% |
| Returns for 10 years | -10.85 | 63.83 | -17% |
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