AFVLX
Price
$24.65
Change
+$0.09 (+0.37%)
Updated
Dec 11 closing price
Net Assets
668.92M
DODGX
Price
$17.80
Change
+$0.16 (+0.91%)
Updated
Dec 11 closing price
Net Assets
119.42B
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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$24.65
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets668.92M
Dodge & Cox Stock I
Price$17.80
Change+$0.16 (+0.91%)
VolumeN/A
Net Assets119.42B
AFVLX vs DODGX Comparison Chart in %
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AFVLX vs. DODGX commentary
Dec 13, 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: 119B vs. AFVLX (669M). DODGX pays higher dividends than AFVLX: DODGX (1.32) vs AFVLX (0.76). 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 : 7.14 vs. DODGX (3.03). AFVLX return over 5 years is better than : 59.85 vs. DODGX (50.51).
AFVLXDODGXAFVLX / DODGX
Total Expense Ratio1.000.51196%
Annual Report Gross Expense Ratio1.440.51282%
Fund Existence9 years61 years-
Gain YTD14.71312.037122%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets669M119B1%
Annual Yield % from dividends0.761.3257%
Returns for 1 year7.143.03236%
Returns for 3 years36.8229.74124%
Returns for 5 years59.8550.51118%
Returns for 10 yearsN/A83.18-
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