DODGX
Price
$249.13
Change
-$0.97 (-0.39%)
Updated
Feb 28, 6:59 PM EST
JVAIX
Price
$36.88
Change
+$0.03 (+0.08%)
Updated
Feb 28, 6:59 PM EST
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DODGX vs JVAIX ᐉ Comparison: Which is Better to Invest?

Header iconDODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIXBanner chart's image
Dodge & Cox Stock I
Price$249.13
Change-$0.97 (-0.39%)
VolumeN/A
CapitalizationN/A
JPMorgan Value Advantage L
Price$36.88
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVAIX Comparison Chart

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VS
DODGX vs. JVAIX commentary
Feb 29, 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 Buy and JVAIX is a Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 101B vs. JVAIX (8.84B). JVAIX pays higher dividends than DODGX: JVAIX (1.67) vs DODGX (1.42). DODGX was incepted earlier than JVAIX: DODGX (59 years) vs JVAIX (19 years). JVAIX (0.74) is less costly to investors than DODGX (0.51). JVAIX is a more actively managed with annual turnover of: 24.00 vs. DODGX (10.00). 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 : 14.18 vs. JVAIX (6.03). DODGX return over 5 years is better than : 37.88 vs. JVAIX (16.45).
DODGXJVAIXDODGX / JVAIX
Total Expense Ratio0.510.7469%
Annual Report Gross Expense Ratio0.510.7469%
Fund Existence59 years19 years-
Gain YTD2.6893.68673%
Front LoadN/AN/A-
Min. Initial Investment250030000000%
Min. Initial Investment IRA1000N/A-
Net Assets101B8.84B1,142%
Annual Yield % from dividends1.421.6785%
Returns for 1 year14.186.03235%
Returns for 3 years24.021.891,274%
Returns for 5 years37.8816.45230%
Returns for 10 years56.5651.36110%
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