AFVLX
Price
$23.86
Change
+$0.16 (+0.68%)
Updated
Sep 26 closing price
Net Assets
672.25M
DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
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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$23.86
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets672.25M
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
AFVLX vs DODGX Comparison Chart in %
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AFVLX vs. DODGX commentary
Sep 28, 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 Hold and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. AFVLX (672M). 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 : 5.04 vs. DODGX (3.35). AFVLX (80.60) and DODGX (78.53) have equivalent 5 years return.
AFVLXDODGXAFVLX / DODGX
Total Expense Ratio1.000.51196%
Annual Report Gross Expense Ratio1.440.51282%
Fund Existence9 years61 years-
Gain YTD11.4438.851129%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets672M121B1%
Annual Yield % from dividends0.791.3459%
Returns for 1 year5.043.35151%
Returns for 3 years49.0745.75107%
Returns for 5 years80.6078.53103%
Returns for 10 yearsN/A87.64-
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