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AFALX vs DODGX
AFALX vs DODGX Comparison
Open Charts AFALX vs DODGX
Applied Finance Dividend Investor
Price$11.99
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets26.85M
AFALX vs DODGX Comparison Chart in %
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AFALX vs. DODGX commentary
Sep 09, 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: 116B vs. AFALX (26.8M). AFALX pays higher dividends than DODGX: AFALX (2.00) vs DODGX (1.34). 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 (12.78). 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 : 6.68 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. AFALX (-5.41).
| 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 | 7.789 | 8.992 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 116B | 0% |
| Annual Yield % from dividends | 2.00 | 1.34 | 149% |
| Returns for 1 year | 6.68 | 5.19 | 129% |
| Returns for 3 years | 21.40 | 33.89 | 63% |
| Returns for 5 years | -5.41 | 69.07 | -8% |
| Returns for 10 years | -5.37 | 76.03 | -7% |
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