Interact to see
Advertisement
Advertisement
AFVZX vs DODGX
AFVZX vs DODGX Comparison
Open Charts AFVZX vs DODGX
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
AFVZX vs DODGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVZX 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 AFVZX is a StrongBuy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. AFVZX (663M). DODGX pays higher dividends than AFVZX: DODGX (1.34) vs AFVZX (1.04). AFVZX was incepted earlier than DODGX: AFVZX (9 years) vs DODGX (61 years). AFVZX (1.13) is less costly to investors than DODGX (0.51). AFVZX is a more actively managed with annual turnover of: 27.63 vs. DODGX (15.00). DODGX has a lower initial minimum investment than AFVZX: DODGX (2500) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 7.06 vs. DODGX (5.19). AFVZX return over 5 years is better than : 72.85 vs. DODGX (69.07).
| AFVZX | DODGX | AFVZX / DODGX | |
| Total Expense Ratio | 0.75 | 0.51 | 147% |
| Annual Report Gross Expense Ratio | 1.13 | 0.51 | 222% |
| Fund Existence | 9 years | 61 years | - |
| Gain YTD | 9.163 | 8.992 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 116B | 1% |
| Annual Yield % from dividends | 1.04 | 1.34 | 78% |
| Returns for 1 year | 7.06 | 5.19 | 136% |
| Returns for 3 years | 38.35 | 33.89 | 113% |
| Returns for 5 years | 72.85 | 69.07 | 105% |
| Returns for 10 years | N/A | 76.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement