AFAZX
Price
$12.01
Change
-$0.02 (-0.17%)
Updated
Sep 20 closing price
DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
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AFAZX vs DODGX

Header iconAFAZX vs DODGX Comparison
Open Charts AFAZX vs DODGXBanner chart's image
Applied Finance Dividend Institutional
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Dodge & Cox Stock I
Price$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
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AFAZX vs DODGX Comparison Chart
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AFAZX vs. DODGX commentary
Sep 21, 2024

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 AFAZX is a Buy and DODGX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. AFAZX (28.5M). AFAZX pays higher dividends than DODGX: AFAZX (2.54) vs DODGX (1.36). AFAZX was incepted earlier than DODGX: AFAZX (15 years) vs DODGX (60 years). AFAZX is a more actively managed with annual turnover of: 14.85 vs. DODGX (12.00). DODGX has a lower initial minimum investment than AFAZX: DODGX (2500) vs AFAZX (10000). AFAZX annual gain was more profitable for investors over the last year : 20.36 vs. DODGX (17.75). DODGX return over 5 years is better than : 49.54 vs. AFAZX (-11.01).
AFAZXDODGXAFAZX / DODGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years60 years-
Gain YTD12.59512.249103%
Front LoadN/AN/A-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5M116B0%
Annual Yield % from dividends2.541.36187%
Returns for 1 year20.3617.75115%
Returns for 3 years-25.9617.32-150%
Returns for 5 years-11.0149.54-22%
Returns for 10 years-15.3655.15-28%
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