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AFVZX vs DODGX
AFVZX vs DODGX Comparison
Open Charts AFVZX vs DODGX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
AFVZX vs DODGX Comparison Chart
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AFVZX vs. DODGX commentary
Jun 16, 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 Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AFVZX (631M). DODGX pays higher dividends than AFVZX: DODGX (1.40) vs AFVZX (1.13). AFVZX was incepted earlier than DODGX: AFVZX (8 years) vs DODGX (60 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 : 5.93 vs. AFVZX (5.19). AFVZX return over 5 years is better than : 80.32 vs. DODGX (72.42).
| 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 | 60 years | - |
| Gain YTD | 2.465 | 3.642 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 114B | 1% |
| Annual Yield % from dividends | 1.13 | 1.40 | 81% |
| Returns for 1 year | 5.19 | 5.93 | 87% |
| Returns for 3 years | 31.76 | 28.15 | 113% |
| Returns for 5 years | 80.32 | 72.42 | 111% |
| Returns for 10 years | N/A | 53.93 | - |
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