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DODGX vs JVAPX
DODGX vs JVAPX Comparison
Open Charts DODGX vs JVAPX
JPMorgan Value Advantage R3
Price$40.26
Change-$0.15 (-0.37%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVAPX Comparison Chart
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DODGX vs. JVAPX 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 JVAPX is a StrongSell.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAPX (9.34B). DODGX (1.36) and JVAPX (1.30) have matching dividends . DODGX was incepted earlier than JVAPX: DODGX (60 years) vs JVAPX (8 years). JVAPX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). JVAPX has a lower initial minimum investment than DODGX: JVAPX (0) vs DODGX (2500). DODGX (17.75) and JVAPX (17.59) have marching annual gain over last year. DODGX return over 5 years is better than : 49.54 vs. JVAPX (18.54).
| DODGX | JVAPX | DODGX / JVAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 8 years | - |
| Gain YTD | 12.249 | 15.589 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 9.34B | 1,242% |
| Annual Yield % from dividends | 1.36 | 1.30 | 105% |
| Returns for 1 year | 17.75 | 17.59 | 101% |
| Returns for 3 years | 17.32 | -3.16 | -549% |
| Returns for 5 years | 49.54 | 18.54 | 267% |
| Returns for 10 years | 55.15 | N/A | - |