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AVLIX vs DODGX
AVLIX vs DODGX Comparison
Open Charts AVLIX vs DODGX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
AVLIX vs DODGX Comparison Chart in %
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AVLIX 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 AVLIX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. AVLIX (2.32B). AVLIX pays higher dividends than DODGX: AVLIX (1.79) vs DODGX (1.30). AVLIX was incepted earlier than DODGX: AVLIX (29 years) vs DODGX (61 years). AVLIX (0.78) is less costly to investors than DODGX (0.51). AVLIX is a more actively managed with annual turnover of: 44.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than AVLIX: DODGX (2500) vs AVLIX (5000000). AVLIX annual gain was more profitable for investors over the last year : 9.77 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. AVLIX (10.81).
| AVLIX | DODGX | AVLIX / DODGX | |
| Total Expense Ratio | 0.75 | 0.51 | 147% |
| Annual Report Gross Expense Ratio | 0.78 | 0.51 | 153% |
| Fund Existence | 29 years | 61 years | - |
| Gain YTD | 5.788 | 1.929 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 119B | 2% |
| Annual Yield % from dividends | 1.79 | 1.30 | 138% |
| Returns for 1 year | 9.77 | 1.19 | 824% |
| Returns for 3 years | 11.68 | 22.46 | 52% |
| Returns for 5 years | 10.81 | 41.75 | 26% |
| Returns for 10 years | 46.99 | 99.42 | 47% |
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