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APHLX vs DODGX
APHLX vs DODGX Comparison
Open Charts APHLX vs DODGX
Artisan Value Institutional
Price$15.71
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets308.5M
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.
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).
| APHLX | DODGX | APHLX / DODGX | |
| Total Expense Ratio | 0.84 | 0.51 | 165% |
| Annual Report Gross Expense Ratio | 0.86 | 0.51 | 169% |
| Fund Existence | 14 years | 61 years | - |
| Gain YTD | 10.091 | 7.647 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 114B | 0% |
| Annual Yield % from dividends | 1.37 | 1.38 | 99% |
| Returns for 1 year | 9.22 | 8.33 | 111% |
| Returns for 3 years | 24.23 | 31.93 | 76% |
| Returns for 5 years | 42.50 | 79.15 | 54% |
| Returns for 10 years | 30.09 | 63.83 | 47% |
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