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DODGX vs JPIVX
DODGX vs JPIVX Comparison
Open Charts DODGX vs JPIVX
JPMorgan U.S. Applied Data Sci Val I
Price$32.59
Change-$0.10 (-0.31%)
VolumeN/A
CapitalizationN/A
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DODGX vs JPIVX Comparison Chart
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DODGX vs. JPIVX 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 JPIVX is a StrongSell.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JPIVX (176M). JPIVX pays higher dividends than DODGX: JPIVX (1.65) vs DODGX (1.36). DODGX was incepted earlier than JPIVX: DODGX (60 years) vs JPIVX (22 years). JPIVX is a more actively managed with annual turnover of: 17.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JPIVX: DODGX (2500) vs JPIVX (1000000). DODGX (17.75) and JPIVX (17.14) have marching annual gain over last year. DODGX return over 5 years is better than : 49.54 vs. JPIVX (10.31).
| DODGX | JPIVX | DODGX / JPIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 22 years | - |
| Gain YTD | 12.249 | 16.018 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 176M | 65,909% |
| Annual Yield % from dividends | 1.36 | 1.65 | 83% |
| Returns for 1 year | 17.75 | 17.14 | 104% |
| Returns for 3 years | 17.32 | -8.92 | -194% |
| Returns for 5 years | 49.54 | 10.31 | 481% |
| Returns for 10 years | 55.15 | -3.51 | -1,573% |