DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
JVAAX
Price
$40.94
Change
-$0.16 (-0.39%)
Updated
Sep 20 closing price
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DODGX vs JVAAX

Header iconDODGX vs JVAAX Comparison
Open Charts DODGX vs JVAAXBanner chart's image
Dodge & Cox Stock I
Price$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
JPMorgan Value Advantage A
Price$40.94
Change-$0.16 (-0.39%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVAAX Comparison Chart
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VS
DODGX vs. JVAAX 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 JVAAX is a Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAAX (9.34B). DODGX pays higher dividends than JVAAX: DODGX (1.36) vs JVAAX (1.23). DODGX was incepted earlier than JVAAX: DODGX (60 years) vs JVAAX (20 years). JVAAX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). JVAAX has a lower initial minimum investment than DODGX: JVAAX (1000) vs DODGX (2500). DODGX (20.73) and JVAAX (20.14) have marching annual gain over last year. DODGX return over 5 years is better than : 50.19 vs. JVAAX (19.58).
DODGXJVAAXDODGX / JVAAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years20 years-
Gain YTD12.73316.24178%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B9.34B1,242%
Annual Yield % from dividends1.361.23110%
Returns for 1 year20.7320.14103%
Returns for 3 years20.35-0.70-2,888%
Returns for 5 years50.1919.58256%
Returns for 10 years58.4152.34112%
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