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AFAZX vs DODGX
AFAZX vs DODGX Comparison
Open Charts AFAZX vs DODGX
Applied Finance Dividend Institutional
Price$12.15
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets26.37M
AFAZX vs DODGX Comparison Chart in %
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AFAZX vs. DODGX commentary
Sep 29, 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: 121B vs. AFAZX (26.4M). AFAZX pays higher dividends than DODGX: AFAZX (2.04) vs DODGX (1.34). 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 (12.78). DODGX has a lower initial minimum investment than AFAZX: DODGX (2500) vs AFAZX (10000). DODGX (3.35) and AFAZX (3.23) have marching annual gain over last year. DODGX return over 5 years is better than : 78.53 vs. AFAZX (-0.78).
| 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 | 6.954 | 8.851 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 121B | 0% |
| Annual Yield % from dividends | 2.04 | 1.34 | 152% |
| Returns for 1 year | 3.23 | 3.35 | 96% |
| Returns for 3 years | 29.58 | 45.75 | 65% |
| Returns for 5 years | -0.78 | 78.53 | -1% |
| Returns for 10 years | 3.51 | 87.64 | 4% |
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