DODGX
Price
$17.89
Change
+$0.08 (+0.45%)
Updated
Sep 11 closing price
Net Assets
123.34B
JLVRX
Price
$23.99
Change
+$0.21 (+0.88%)
Updated
Sep 11 closing price
Net Assets
4.95B
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DODGX vs JLVRX

DODGX vs JLVRX Comparison Chart in %
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DODGX vs. JLVRX commentary
Sep 12, 2026

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 JLVRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 123B vs. JLVRX (4.95B). JLVRX (1.08) and DODGX (1.04) have matching dividends . DODGX was incepted earlier than JLVRX: DODGX (62 years) vs JLVRX (20 years). JLVRX (0.60) is less costly to investors than DODGX (0.51). JLVRX is a more actively managed with annual turnover of: 185.00 vs. DODGX (20.00). JLVRX has a lower initial minimum investment than DODGX: JLVRX (0) vs DODGX (2500). JLVRX annual gain was more profitable for investors over the last year : 9.67 vs. DODGX (8.24). DODGX return over 5 years is better than : 163.47 vs. JLVRX (30.06).
DODGXJLVRXDODGX / JLVRX
Total Expense Ratio0.510.5494%
Annual Report Gross Expense Ratio0.510.6085%
Fund Existence62 years20 years-
Gain YTD8.03611.80168%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets123B4.95B2,486%
Annual Yield % from dividends1.041.0896%
Returns for 1 year8.249.6785%
Returns for 3 years111.4432.64341%
Returns for 5 years163.4730.06544%
Returns for 10 years476.28105.46452%
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