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AFAZX vs DODGX
AFAZX vs DODGX Comparison
Open Charts AFAZX vs DODGX
Applied Finance Dividend Institutional
Price$12.10
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets27.68M
AFAZX vs DODGX Comparison Chart in %
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AFAZX 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 AFAZX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AFAZX (27.7M). AFAZX pays higher dividends than DODGX: AFAZX (2.12) vs DODGX (1.38). AFAZX was incepted earlier than DODGX: AFAZX (16 years) vs DODGX (61 years). AFAZX (1.62) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. AFAZX (7.36). DODGX has a lower initial minimum investment than AFAZX: DODGX (2500) vs AFAZX (10000). AFAZX annual gain was more profitable for investors over the last year : 11.62 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. AFAZX (3.30).
| AFAZX | DODGX | AFAZX / DODGX | |
| Total Expense Ratio | 0.96 | 0.51 | 188% |
| Annual Report Gross Expense Ratio | 1.62 | 0.51 | 318% |
| Fund Existence | 16 years | 61 years | - |
| Gain YTD | 6.514 | 7.647 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 114B | 0% |
| Annual Yield % from dividends | 2.12 | 1.38 | 154% |
| Returns for 1 year | 11.62 | 8.33 | 139% |
| Returns for 3 years | 20.89 | 31.93 | 65% |
| Returns for 5 years | 3.30 | 79.15 | 4% |
| Returns for 10 years | -7.67 | 63.83 | -12% |
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