DODGX
Price
$277.02
Change
-$0.25 (-0.09%)
Updated
Sep 3 closing price
Net Assets
116.17B
JGAVX
Price
$88.32
Change
-$0.38 (-0.43%)
Updated
Sep 3 closing price
Net Assets
6.45B
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DODGX vs JGAVX

Header iconDODGX vs JGAVX Comparison
Open Charts DODGX vs JGAVXBanner chart's image
Dodge & Cox Stock I
Price$277.02
Change-$0.25 (-0.09%)
VolumeN/A
Net Assets116.17B
JPMorgan US Value R3
Price$88.32
Change-$0.38 (-0.43%)
VolumeN/A
Net Assets6.45B
DODGX vs JGAVX Comparison Chart in %
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DODGX vs. JGAVX commentary
Sep 04, 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 DODGX is a Buy and JGAVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JGAVX (6.45B). DODGX pays higher dividends than JGAVX: DODGX (1.34) vs JGAVX (1.04). DODGX was incepted earlier than JGAVX: DODGX (61 years) vs JGAVX (8 years). JGAVX (1.01) is less costly to investors than DODGX (0.51). JGAVX is a more actively managed with annual turnover of: 18.00 vs. DODGX (15.00). JGAVX has a lower initial minimum investment than DODGX: JGAVX (0) vs DODGX (2500). JGAVX annual gain was more profitable for investors over the last year : 6.60 vs. DODGX (3.83). JGAVX return over 5 years is better than : 77.16 vs. DODGX (68.48).
DODGXJGAVXDODGX / JGAVX
Total Expense Ratio0.510.9454%
Annual Report Gross Expense Ratio0.511.0150%
Fund Existence61 years8 years-
Gain YTD8.6167.508115%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B6.45B1,798%
Annual Yield % from dividends1.341.04129%
Returns for 1 year3.836.6058%
Returns for 3 years32.2837.8385%
Returns for 5 years68.4877.1689%
Returns for 10 years79.84N/A-
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