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AFAZX vs DODGX
AFAZX vs DODGX Comparison
Open Charts AFAZX vs DODGX
Applied Finance Dividend Institutional
Price$12.19
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets27.36M
AFAZX vs DODGX Comparison Chart in %
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AFAZX vs. DODGX commentary
Jul 27, 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: 117B vs. AFAZX (27.4M). 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 : 8.81 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. AFAZX (0.30).
| 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 | 7.306 | 7.961 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 117B | 0% |
| Annual Yield % from dividends | 2.12 | 1.38 | 154% |
| Returns for 1 year | 8.81 | 6.76 | 130% |
| Returns for 3 years | 20.44 | 30.77 | 66% |
| Returns for 5 years | 0.30 | 75.02 | 0% |
| Returns for 10 years | -6.47 | 62.92 | -10% |
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