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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$40.05
Change-$0.16 (-0.40%)
VolumeN/A
Net Assets9.1B
DODGX vs JVAIX Comparison Chart in %
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DODGX vs. JVAIX commentary
Sep 16, 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: 121B vs. JVAIX (9.1B). JVAIX pays higher dividends than DODGX: JVAIX (1.48) vs DODGX (1.34). 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: 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 : 5.11 vs. JVAIX (1.28). DODGX return over 5 years is better than : 69.04 vs. JVAIX (37.88).
| 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 | 9.208 | 6.970 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 9.1B | 1,330% |
| Annual Yield % from dividends | 1.34 | 1.48 | 91% |
| Returns for 1 year | 5.11 | 1.28 | 398% |
| Returns for 3 years | 34.76 | 10.55 | 329% |
| Returns for 5 years | 69.04 | 37.88 | 182% |
| Returns for 10 years | 80.05 | 57.10 | 140% |
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