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AVLIX vs DODGX
AVLIX vs DODGX Comparison
Open Charts AVLIX vs DODGX
AVLIX vs DODGX Comparison Chart
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AVLIX vs. DODGX commentary
May 25, 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 AVLIX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. AVLIX (2.09B). AVLIX pays higher dividends than DODGX: AVLIX (2.15) vs DODGX (1.45). AVLIX was incepted earlier than DODGX: AVLIX (28 years) vs DODGX (60 years). AVLIX (0.82) is less costly to investors than DODGX (0.51). AVLIX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than AVLIX: DODGX (2500) vs AVLIX (5000000). DODGX annual gain was more profitable for investors over the last year : 3.12 vs. AVLIX (-1.35). DODGX return over 5 years is better than : 79.29 vs. AVLIX (31.52).
| AVLIX | DODGX | AVLIX / DODGX | |
| Total Expense Ratio | 0.79 | 0.51 | 155% |
| Annual Report Gross Expense Ratio | 0.82 | 0.51 | 161% |
| Fund Existence | 28 years | 60 years | - |
| Gain YTD | 1.171 | 1.203 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 110B | 2% |
| Annual Yield % from dividends | 2.15 | 1.45 | 148% |
| Returns for 1 year | -1.35 | 3.12 | -43% |
| Returns for 3 years | -5.28 | 17.95 | -29% |
| Returns for 5 years | 31.52 | 79.29 | 40% |
| Returns for 10 years | 7.40 | 51.33 | 14% |
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