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AFALX vs DODGX
AFALX vs DODGX Comparison
Open Charts AFALX vs DODGX
Applied Finance Dividend Investor
Price$11.33
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets26.44M
AFALX vs DODGX Comparison Chart
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AFALX vs. DODGX commentary
Jun 15, 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 (26.4M). AFALX pays higher dividends than DODGX: AFALX (2.15) vs DODGX (1.40). AFALX was incepted earlier than DODGX: AFALX (19 years) vs DODGX (60 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 : 6.88 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. AFALX (-3.65).
| 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 | 60 years | - |
| Gain YTD | 1.432 | 3.642 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 114B | 0% |
| Annual Yield % from dividends | 2.15 | 1.40 | 154% |
| Returns for 1 year | 6.88 | 5.93 | 116% |
| Returns for 3 years | 15.11 | 28.15 | 54% |
| Returns for 5 years | -3.65 | 72.42 | -5% |
| Returns for 10 years | -16.73 | 53.93 | -31% |
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