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APHLX vs DODGX
APHLX vs DODGX Comparison
Open Charts APHLX vs DODGX
Artisan Value Institutional
Price$14.66
Change-$1.07 (-6.80%)
VolumeN/A
Net Assets316.79M
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
APHLX vs DODGX Comparison Chart in %
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APHLX vs. DODGX commentary
Feb 04, 2026
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 StrongBuy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. APHLX (317M). APHLX pays higher dividends than DODGX: APHLX (1.60) vs DODGX (1.30). APHLX was incepted earlier than DODGX: APHLX (15 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: 35.72 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 : 1.19 vs. APHLX (1.12). DODGX return over 5 years is better than : 41.75 vs. APHLX (10.45).
| APHLX | DODGX | APHLX / DODGX | |
| Total Expense Ratio | 0.84 | 0.51 | 165% |
| Annual Report Gross Expense Ratio | 0.86 | 0.51 | 169% |
| Fund Existence | 15 years | 61 years | - |
| Gain YTD | 2.517 | 1.929 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 119B | 0% |
| Annual Yield % from dividends | 1.60 | 1.30 | 123% |
| Returns for 1 year | 1.12 | 1.19 | 95% |
| Returns for 3 years | 19.39 | 22.46 | 86% |
| Returns for 5 years | 10.45 | 41.75 | 25% |
| Returns for 10 years | 59.16 | 99.42 | 60% |
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