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APHLX vs DODGX
APHLX vs DODGX Comparison
Open Charts APHLX vs DODGX
Artisan Value Institutional
Price$15.60
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets310.2M
APHLX vs DODGX Comparison Chart in %
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APHLX vs. DODGX commentary
Aug 27, 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 Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. APHLX (310M). APHLX (1.41) and DODGX (1.39) 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 : 4.06 vs. APHLX (3.22). DODGX return over 5 years is better than : 69.73 vs. APHLX (27.71).
| 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 | 9.320 | 8.581 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 116B | 0% |
| Annual Yield % from dividends | 1.41 | 1.39 | 102% |
| Returns for 1 year | 3.22 | 4.06 | 79% |
| Returns for 3 years | 19.16 | 28.41 | 67% |
| Returns for 5 years | 27.71 | 69.73 | 40% |
| Returns for 10 years | 38.03 | 74.23 | 51% |
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