Ad is loading...
DODGX vs JIVZX
DODGX vs JIVZX Comparison
Open Charts DODGX vs JIVZX
JPMorgan U.S. Applied Data Sci Val R2
Price$31.57
Change-$0.09 (-0.28%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DODGX vs JIVZX Comparison Chart
Loading...
DODGX vs. JIVZX commentary
Sep 21, 2024
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 StrongBuy and JIVZX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JIVZX (176M). DODGX pays higher dividends than JIVZX: DODGX (1.36) vs JIVZX (1.16). DODGX was incepted earlier than JIVZX: DODGX (60 years) vs JIVZX (16 years). JIVZX is a more actively managed with annual turnover of: 17.00 vs. DODGX (12.00). JIVZX has a lower initial minimum investment than DODGX: JIVZX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 20.73 vs. JIVZX (19.40). DODGX return over 5 years is better than : 50.19 vs. JIVZX (7.53).
| DODGX | JIVZX | DODGX / JIVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 16 years | - |
| Gain YTD | 12.733 | 16.546 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 176M | 65,909% |
| Annual Yield % from dividends | 1.36 | 1.16 | 118% |
| Returns for 1 year | 20.73 | 19.40 | 107% |
| Returns for 3 years | 20.35 | -8.73 | -233% |
| Returns for 5 years | 50.19 | 7.53 | 667% |
| Returns for 10 years | 58.41 | -6.08 | -961% |
View a ticker or compare two or three
VS
VS
Ad is loading...