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AFVLX vs DODGX
AFVLX vs DODGX Comparison
Open Charts AFVLX vs DODGX
Applied Finance Select Investor
Price$23.07
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
AFVLX vs DODGX Comparison Chart in %
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AFVLX vs. DODGX commentary
Jul 06, 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 AFVLX is a StrongBuy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AFVLX (660M). DODGX pays higher dividends than AFVLX: DODGX (1.38) vs AFVLX (0.82). AFVLX was incepted earlier than DODGX: AFVLX (8 years) vs DODGX (61 years). AFVLX (1.44) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. AFVLX (6.99). AFVLX has a lower initial minimum investment than DODGX: AFVLX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. AFVLX (6.73). AFVLX return over 5 years is better than : 85.95 vs. DODGX (79.15).
| AFVLX | DODGX | AFVLX / DODGX | |
| Total Expense Ratio | 1.00 | 0.51 | 196% |
| Annual Report Gross Expense Ratio | 1.44 | 0.51 | 282% |
| Fund Existence | 8 years | 61 years | - |
| Gain YTD | 7.753 | 7.647 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 114B | 1% |
| Annual Yield % from dividends | 0.82 | 1.38 | 59% |
| Returns for 1 year | 6.73 | 8.33 | 81% |
| Returns for 3 years | 37.79 | 31.93 | 118% |
| Returns for 5 years | 85.95 | 79.15 | 109% |
| Returns for 10 years | N/A | 63.83 | - |
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