AFVLX
Price
$23.33
Change
+$0.19 (+0.82%)
Updated
Sep 4 closing price
Net Assets
662.51M
DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
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AFVLX vs DODGX

Header iconAFVLX vs DODGX Comparison
Open Charts AFVLX vs DODGXBanner chart's image
Applied Finance Select Investor
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets662.51M
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
AFVLX vs DODGX Comparison Chart in %
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AFVLX vs. DODGX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. AFVLX (663M). DODGX pays higher dividends than AFVLX: DODGX (1.34) vs AFVLX (0.79). AFVLX was incepted earlier than DODGX: AFVLX (9 years) vs DODGX (61 years). AFVLX (1.44) is less costly to investors than DODGX (0.51). AFVLX is a more actively managed with annual turnover of: 27.63 vs. DODGX (15.00). AFVLX has a lower initial minimum investment than DODGX: AFVLX (1000) vs DODGX (2500). AFVLX annual gain was more profitable for investors over the last year : 6.76 vs. DODGX (5.19). AFVLX (70.70) and DODGX (69.07) have equivalent 5 years return.
AFVLXDODGXAFVLX / DODGX
Total Expense Ratio1.000.51196%
Annual Report Gross Expense Ratio1.440.51282%
Fund Existence9 years61 years-
Gain YTD8.9688.992100%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets663M116B1%
Annual Yield % from dividends0.791.3459%
Returns for 1 year6.765.19130%
Returns for 3 years37.2533.89110%
Returns for 5 years70.7069.07102%
Returns for 10 yearsN/A76.03-
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