APHLX
Price
$15.34
Change
-$0.04 (-0.26%)
Updated
Aug 15 closing price
Net Assets
310.2M
DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
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APHLX vs DODGX

Header iconAPHLX vs DODGX Comparison
Open Charts APHLX vs DODGXBanner chart's image
Artisan Value Institutional
Price$15.34
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets310.2M
Dodge & Cox Stock I
Price$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
APHLX vs DODGX Comparison Chart in %
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APHLX vs. DODGX commentary
Aug 18, 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 APHLX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. APHLX (310M). APHLX (1.41) and DODGX (1.39) have matching dividends . APHLX was incepted earlier than DODGX: APHLX (14 years) vs DODGX (61 years). APHLX (0.86) is less costly to investors than DODGX (0.51). APHLX is a more actively managed with annual turnover of: 25.33 vs. DODGX (15.00). DODGX has a lower initial minimum investment than APHLX: DODGX (2500) vs APHLX (1000000). DODGX annual gain was more profitable for investors over the last year : 4.67 vs. APHLX (4.01). DODGX return over 5 years is better than : 67.01 vs. APHLX (27.47).
APHLXDODGXAPHLX / DODGX
Total Expense Ratio0.840.51165%
Annual Report Gross Expense Ratio0.860.51169%
Fund Existence14 years61 years-
Gain YTD7.4987.197104%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets310M116B0%
Annual Yield % from dividends1.411.39102%
Returns for 1 year4.014.6786%
Returns for 3 years11.1620.8354%
Returns for 5 years27.4767.0141%
Returns for 10 years29.9762.5848%
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