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AFAZX vs DODGX
AFAZX vs DODGX Comparison
Open Charts AFAZX vs DODGX
Applied Finance Dividend Institutional
Price$11.54
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets26.44M
AFAZX vs DODGX Comparison Chart
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AFAZX vs. DODGX commentary
Jun 16, 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 (26.4M). AFAZX pays higher dividends than DODGX: AFAZX (2.20) vs DODGX (1.40). AFAZX was incepted earlier than DODGX: AFAZX (16 years) vs DODGX (60 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 : 7.22 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. AFAZX (-1.56).
| 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 | 60 years | - |
| Gain YTD | 1.585 | 3.642 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4M | 114B | 0% |
| Annual Yield % from dividends | 2.20 | 1.40 | 157% |
| Returns for 1 year | 7.22 | 5.93 | 122% |
| Returns for 3 years | 16.16 | 28.15 | 57% |
| Returns for 5 years | -1.56 | 72.42 | -2% |
| Returns for 10 years | -13.83 | 53.93 | -26% |
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