APHWX
Price
$11.16
Change
+$0.10 (+0.90%)
Updated
Dec 3 closing price
Net Assets
16.38M
DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
Interact to see
Advertisement

APHWX vs DODGX

Header iconAPHWX vs DODGX Comparison
Open Charts APHWX vs DODGXBanner chart's image
Artisan Value Income Institutional
Price$11.16
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets16.38M
Dodge & Cox Stock I
Price$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
APHWX vs DODGX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. APHWX (16.4M). APHWX pays higher dividends than DODGX: APHWX (2.31) vs DODGX (1.32). APHWX was incepted earlier than DODGX: APHWX (4 years) vs DODGX (61 years). APHWX (2.21) is less costly to investors than DODGX (0.51). APHWX is a more actively managed with annual turnover of: 29.11 vs. DODGX (15.00). DODGX has a lower initial minimum investment than APHWX: DODGX (2500) vs APHWX (1000000). APHWX annual gain was more profitable for investors over the last year : 3.67 vs. DODGX (-1.77).
APHWXDODGXAPHWX / DODGX
Total Expense Ratio1.050.51206%
Annual Report Gross Expense Ratio2.210.51433%
Fund Existence4 years61 years-
Gain YTD9.6339.268104%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.4M119B0%
Annual Yield % from dividends2.311.32175%
Returns for 1 year3.67-1.77-207%
Returns for 3 years28.1323.69119%
Returns for 5 yearsN/A47.44-
Returns for 10 yearsN/A70.88-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VYLD27.300.04
+0.16%
Inverse Vix Short-Term Futures Etns Due March 22, 2045
DFSI41.710.01
+0.02%
Dimensional International Sstby Cr 1 ETF
DSTX31.25N/A
N/A
Distillate Intntnl Fndmntl Stblty&Vl ETF
SCHD27.38-0.15
-0.54%
Schwab US Dividend Equity ETF™
FXZ62.59-0.45
-0.71%
First Trust Materials AlphaDEX® ETF