APHLX
Price
$15.71
Change
+$0.04 (+0.26%)
Updated
Jul 3 closing price
Net Assets
308.5M
DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
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APHLX vs DODGX

Header iconAPHLX vs DODGX Comparison
Open Charts APHLX vs DODGXBanner chart's image
Artisan Value Institutional
Price$15.71
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets308.5M
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
APHLX vs DODGX Comparison Chart in %
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APHLX 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 APHLX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. APHLX (308M). DODGX (1.38) and APHLX (1.37) 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). APHLX annual gain was more profitable for investors over the last year : 9.22 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. APHLX (42.50).
APHLXDODGXAPHLX / DODGX
Total Expense Ratio0.840.51165%
Annual Report Gross Expense Ratio0.860.51169%
Fund Existence14 years61 years-
Gain YTD10.0917.647132%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets308M114B0%
Annual Yield % from dividends1.371.3899%
Returns for 1 year9.228.33111%
Returns for 3 years24.2331.9376%
Returns for 5 years42.5079.1554%
Returns for 10 years30.0963.8347%
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