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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$39.62
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets8.93B
DODGX vs JVAIX Comparison Chart in %
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DODGX vs. JVAIX commentary
Oct 19, 2025
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 JVAIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. JVAIX (8.93B). JVAIX pays higher dividends than DODGX: JVAIX (1.49) vs DODGX (1.33). DODGX was incepted earlier than JVAIX: DODGX (61 years) vs JVAIX (21 years). JVAIX (0.69) is less costly to investors than DODGX (0.51). JVAIX is a more actively managed with annual turnover of: 36.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than JVAIX: DODGX (2500) vs JVAIX (3000000). DODGX annual gain was more profitable for investors over the last year : 0.72 vs. JVAIX (-5.47). DODGX return over 5 years is better than : 69.30 vs. JVAIX (32.32).
| DODGX | JVAIX | DODGX / JVAIX | |
| Total Expense Ratio | 0.51 | 0.69 | 74% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 61 years | 21 years | - |
| Gain YTD | 9.284 | 5.400 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 8.93B | 1,343% |
| Annual Yield % from dividends | 1.33 | 1.49 | 89% |
| Returns for 1 year | 0.72 | -5.47 | -13% |
| Returns for 3 years | 38.93 | 12.39 | 314% |
| Returns for 5 years | 69.30 | 32.32 | 214% |
| Returns for 10 years | 74.25 | 53.30 | 139% |
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