AFVZX
Price
$23.47
Change
+$0.20 (+0.86%)
Updated
Sep 4 closing price
Net Assets
662.51M
DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
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AFVZX vs DODGX

Header iconAFVZX vs DODGX Comparison
Open Charts AFVZX vs DODGXBanner chart's image
Applied Finance Select Institutional
Price$23.47
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets662.51M
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
AFVZX vs DODGX Comparison Chart in %
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AFVZX vs. DODGX commentary
Sep 08, 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 AFVZX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. AFVZX (663M). DODGX pays higher dividends than AFVZX: DODGX (1.34) vs AFVZX (1.04). AFVZX was incepted earlier than DODGX: AFVZX (9 years) vs DODGX (61 years). AFVZX (1.13) is less costly to investors than DODGX (0.51). AFVZX is a more actively managed with annual turnover of: 27.63 vs. DODGX (15.00). DODGX has a lower initial minimum investment than AFVZX: DODGX (2500) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 7.24 vs. DODGX (5.19). AFVZX return over 5 years is better than : 73.14 vs. DODGX (69.07).
AFVZXDODGXAFVZX / DODGX
Total Expense Ratio0.750.51147%
Annual Report Gross Expense Ratio1.130.51222%
Fund Existence9 years61 years-
Gain YTD9.3498.992104%
Front LoadN/AN/A-
Min. Initial Investment100002500400%
Min. Initial Investment IRAN/AN/A-
Net Assets663M116B1%
Annual Yield % from dividends1.041.3478%
Returns for 1 year7.245.19140%
Returns for 3 years38.5933.89114%
Returns for 5 years73.1469.07106%
Returns for 10 yearsN/A76.03-
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