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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$37.23
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets8.55B
DODGX vs JVAIX Comparison Chart
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DODGX vs. JVAIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. JVAIX (8.55B). JVAIX pays higher dividends than DODGX: JVAIX (1.61) vs DODGX (1.45). DODGX was incepted earlier than JVAIX: DODGX (60 years) vs JVAIX (20 years). JVAIX (0.69) is less costly to investors than DODGX (0.51). JVAIX is a more actively managed with annual turnover of: 17.00 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 : 1.96 vs. JVAIX (-0.86). DODGX return over 5 years is better than : 75.63 vs. JVAIX (38.78).
| DODGX | JVAIX | DODGX / JVAIX | |
| Total Expense Ratio | 0.51 | 0.69 | 74% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 60 years | 20 years | - |
| Gain YTD | 0.001 | -1.437 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.55B | 1,287% |
| Annual Yield % from dividends | 1.45 | 1.61 | 90% |
| Returns for 1 year | 1.96 | -0.86 | -228% |
| Returns for 3 years | 18.53 | -0.75 | -2,486% |
| Returns for 5 years | 75.63 | 38.78 | 195% |
| Returns for 10 years | 50.23 | 35.67 | 141% |
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