DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
JLVMX
Price
$21.50
Change
-$0.13 (-0.60%)
Updated
Sep 20 closing price
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DODGX vs JLVMX

Header iconDODGX vs JLVMX Comparison
Open Charts DODGX vs JLVMXBanner chart's image
Dodge & Cox Stock I
Price$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
JPMorgan Large Cap Value R6
Price$21.50
Change-$0.13 (-0.60%)
VolumeN/A
CapitalizationN/A
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DODGX vs JLVMX Comparison Chart
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VS
DODGX vs. JLVMX 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 JLVMX is a Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JLVMX (4.78B). JLVMX pays higher dividends than DODGX: JLVMX (1.71) vs DODGX (1.36). DODGX was incepted earlier than JLVMX: DODGX (60 years) vs JLVMX (14 years). JLVMX is a more actively managed with annual turnover of: 143.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JLVMX: DODGX (2500) vs JLVMX (15000000). DODGX (20.73) and JLVMX (19.72) have marching annual gain over last year. JLVMX return over 5 years is better than : 61.52 vs. DODGX (50.19).
DODGXJLVMXDODGX / JLVMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years14 years-
Gain YTD12.73314.59887%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B4.78B2,425%
Annual Yield % from dividends1.361.7180%
Returns for 1 year20.7319.72105%
Returns for 3 years20.3517.92114%
Returns for 5 years50.1961.5282%
Returns for 10 years58.4146.53126%
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