AFVZX
Price
$23.19
Change
+$0.15 (+0.65%)
Updated
Jul 3 closing price
Net Assets
660.45M
DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
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AFVZX vs DODGX

Header iconAFVZX vs DODGX Comparison
Open Charts AFVZX vs DODGXBanner chart's image
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
AFVZX vs DODGX Comparison Chart in %
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AFVZX vs. DODGX commentary
Jul 07, 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 AFVZX is a StrongBuy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AFVZX (660M). DODGX pays higher dividends than AFVZX: DODGX (1.38) vs AFVZX (1.07). AFVZX was incepted earlier than DODGX: AFVZX (8 years) vs DODGX (61 years). AFVZX (1.13) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. AFVZX (6.99). DODGX has a lower initial minimum investment than AFVZX: DODGX (2500) vs AFVZX (10000). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. AFVZX (7.04). AFVZX return over 5 years is better than : 88.34 vs. DODGX (79.15).
AFVZXDODGXAFVZX / DODGX
Total Expense Ratio0.750.51147%
Annual Report Gross Expense Ratio1.130.51222%
Fund Existence8 years61 years-
Gain YTD7.8607.647103%
Front LoadN/AN/A-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets660M114B1%
Annual Yield % from dividends1.071.3878%
Returns for 1 year7.048.3384%
Returns for 3 years38.8631.93122%
Returns for 5 years88.3479.15112%
Returns for 10 yearsN/A63.83-
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