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AFVZX vs DODGX
AFVZX vs DODGX Comparison
Open Charts AFVZX vs DODGX
Applied Finance Select Institutional
Price$23.04
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets654.32M
AFVZX vs DODGX Comparison Chart in %
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AFVZX vs. DODGX commentary
Jul 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 AFVZX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. AFVZX (654M). 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 : 6.76 vs. AFVZX (5.43). AFVZX return over 5 years is better than : 81.61 vs. DODGX (75.02).
| AFVZX | DODGX | AFVZX / DODGX | |
| Total Expense Ratio | 0.75 | 0.51 | 147% |
| Annual Report Gross Expense Ratio | 1.13 | 0.51 | 222% |
| Fund Existence | 8 years | 61 years | - |
| Gain YTD | 7.163 | 7.961 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 117B | 1% |
| Annual Yield % from dividends | 1.07 | 1.38 | 78% |
| Returns for 1 year | 5.43 | 6.76 | 80% |
| Returns for 3 years | 35.51 | 30.77 | 115% |
| Returns for 5 years | 81.61 | 75.02 | 109% |
| Returns for 10 years | N/A | 62.92 | - |
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