Interact to see
Advertisement
Advertisement
AFVLX vs DODGX
AFVLX vs DODGX Comparison
Open Charts AFVLX vs DODGX
Applied Finance Select Investor
Price$22.83
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets646.88M
AFVLX vs DODGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFVLX vs. DODGX commentary
Aug 09, 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 AFVLX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. AFVLX (647M). DODGX pays higher dividends than AFVLX: DODGX (1.39) vs AFVLX (0.81). AFVLX was incepted earlier than DODGX: AFVLX (9 years) vs DODGX (61 years). AFVLX (1.44) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. AFVLX (6.99). AFVLX has a lower initial minimum investment than DODGX: AFVLX (1000) vs DODGX (2500). AFVLX annual gain was more profitable for investors over the last year : 7.80 vs. DODGX (4.87). AFVLX return over 5 years is better than : 71.55 vs. DODGX (65.95).
| AFVLX | DODGX | AFVLX / DODGX | |
| Total Expense Ratio | 1.00 | 0.51 | 196% |
| Annual Report Gross Expense Ratio | 1.44 | 0.51 | 282% |
| Fund Existence | 9 years | 61 years | - |
| Gain YTD | 6.632 | 5.126 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 116B | 1% |
| Annual Yield % from dividends | 0.81 | 1.39 | 58% |
| Returns for 1 year | 7.80 | 4.87 | 160% |
| Returns for 3 years | 29.67 | 23.61 | 126% |
| Returns for 5 years | 71.55 | 65.95 | 108% |
| Returns for 10 years | N/A | 59.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement