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APHLX vs DODGX
APHLX vs DODGX Comparison
Open Charts APHLX vs DODGX
Artisan Value Institutional
Price$15.55
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets322.22M
APHLX vs DODGX Comparison Chart in %
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APHLX vs. DODGX commentary
Sep 18, 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 APHLX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. APHLX (322M). APHLX (1.35) and DODGX (1.34) have matching dividends . APHLX was incepted earlier than DODGX: APHLX (14 years) vs DODGX (61 years). APHLX (0.86) is less costly to investors than DODGX (0.51). APHLX is a more actively managed with annual turnover of: 25.33 vs. DODGX (15.00). DODGX has a lower initial minimum investment than APHLX: DODGX (2500) vs APHLX (1000000). DODGX annual gain was more profitable for investors over the last year : 3.85 vs. APHLX (3.63). DODGX return over 5 years is better than : 70.42 vs. APHLX (29.32).
| APHLX | DODGX | APHLX / DODGX | |
| Total Expense Ratio | 0.84 | 0.51 | 165% |
| Annual Report Gross Expense Ratio | 0.86 | 0.51 | 169% |
| Fund Existence | 14 years | 61 years | - |
| Gain YTD | 8.970 | 8.800 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 121B | 0% |
| Annual Yield % from dividends | 1.35 | 1.34 | 101% |
| Returns for 1 year | 3.63 | 3.85 | 94% |
| Returns for 3 years | 23.63 | 34.26 | 69% |
| Returns for 5 years | 29.32 | 70.42 | 42% |
| Returns for 10 years | 43.13 | 79.37 | 54% |
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