APHLX
Price
$15.69
Change
-$0.17 (-1.07%)
Updated
Nov 13 closing price
Net Assets
316.78M
DODGX
Price
$17.34
Change
-$0.18 (-1.03%)
Updated
Nov 13 closing price
Net Assets
118.72B
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APHLX vs DODGX

Header iconAPHLX vs DODGX Comparison
Open Charts APHLX vs DODGXBanner chart's image
Artisan Value Institutional
Price$15.69
Change-$0.17 (-1.07%)
VolumeN/A
Net Assets316.78M
Dodge & Cox Stock I
Price$17.34
Change-$0.18 (-1.03%)
VolumeN/A
Net Assets118.72B
APHLX vs DODGX Comparison Chart in %
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APHLX vs. DODGX commentary
Nov 14, 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: 119B vs. APHLX (317M). APHLX (1.35) and DODGX (1.34) 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 : 1.24 vs. DODGX (-0.27). DODGX return over 5 years is better than : 58.91 vs. APHLX (20.11).
APHLXDODGXAPHLX / DODGX
Total Expense Ratio0.840.51165%
Annual Report Gross Expense Ratio0.860.51169%
Fund Existence14 years61 years-
Gain YTD11.14210.275108%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets317M119B0%
Annual Yield % from dividends1.351.34101%
Returns for 1 year1.24-0.27-453%
Returns for 3 years17.3227.5763%
Returns for 5 years20.1158.9134%
Returns for 10 years38.5576.5750%
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