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APHWX vs DODGX
APHWX vs DODGX Comparison
Open Charts APHWX vs DODGX
Artisan Value Income Institutional
Price$11.62
Change+$0.82 (+7.59%)
VolumeN/A
Net Assets16.82M
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
APHWX vs DODGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. APHWX (16.8M). APHWX pays higher dividends than DODGX: APHWX (2.23) vs DODGX (1.30). 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: 31.99 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 : 14.00 vs. DODGX (1.19).
| APHWX | DODGX | APHWX / DODGX | |
| Total Expense Ratio | 1.05 | 0.51 | 206% |
| Annual Report Gross Expense Ratio | 2.21 | 0.51 | 433% |
| Fund Existence | 4 years | 61 years | - |
| Gain YTD | 4.685 | 1.929 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 119B | 0% |
| Annual Yield % from dividends | 2.23 | 1.30 | 172% |
| Returns for 1 year | 14.00 | 1.19 | 1,181% |
| Returns for 3 years | 30.84 | 22.46 | 137% |
| Returns for 5 years | N/A | 41.75 | - |
| Returns for 10 years | N/A | 99.42 | - |
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