DODGX
Price
$264.02
Change
-$4.13 (-1.54%)
Updated
Sep 6 closing price
JLVZX
Price
$20.81
Change
-$0.25 (-1.19%)
Updated
Sep 6 closing price
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DODGX vs JLVZX

Header iconDODGX vs JLVZX Comparison
Open Charts DODGX vs JLVZXBanner chart's image
Dodge & Cox Stock I
Price$264.02
Change-$4.13 (-1.54%)
VolumeN/A
CapitalizationN/A
JPMorgan Large Cap Value R2
Price$20.81
Change-$0.25 (-1.19%)
VolumeN/A
CapitalizationN/A
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DODGX vs JLVZX Comparison Chart
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VS
DODGX vs. JLVZX commentary
Sep 08, 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 JLVZX is a StrongSell.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JLVZX (4.55B). DODGX pays higher dividends than JLVZX: DODGX (1.36) vs JLVZX (1.04). DODGX was incepted earlier than JLVZX: DODGX (60 years) vs JLVZX (16 years). JLVZX is a more actively managed with annual turnover of: 143.00 vs. DODGX (12.00). JLVZX has a lower initial minimum investment than DODGX: JLVZX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 17.60 vs. JLVZX (14.27). JLVZX return over 5 years is better than : 55.64 vs. DODGX (50.85).
DODGXJLVZXDODGX / JLVZX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years16 years-
Gain YTD11.00711.06899%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B4.55B2,551%
Annual Yield % from dividends1.361.04131%
Returns for 1 year17.6014.27123%
Returns for 3 years13.248.37158%
Returns for 5 years50.8555.6491%
Returns for 10 years54.8733.64163%
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