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DODGX vs JVARX
DODGX vs JVARX Comparison
Open Charts DODGX vs JVARX
JPMorgan Value Advantage R5
Price$42.53
Change+$0.11 (+0.26%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVARX Comparison Chart
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DODGX vs. JVARX commentary
Oct 18, 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 JVARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVARX (9.53B). JVARX pays higher dividends than DODGX: JVARX (1.56) vs DODGX (1.36). DODGX was incepted earlier than JVARX: DODGX (60 years) vs JVARX (8 years). JVARX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). JVARX has a lower initial minimum investment than DODGX: JVARX (0) vs DODGX (2500). JVARX (24.41) and DODGX (24.23) have marching annual gain over last year. DODGX return over 5 years is better than : 56.90 vs. JVARX (25.66).
| DODGX | JVARX | DODGX / JVARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 8 years | - |
| Gain YTD | 16.265 | 19.661 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 9.53B | 1,218% |
| Annual Yield % from dividends | 1.36 | 1.56 | 88% |
| Returns for 1 year | 24.23 | 24.41 | 99% |
| Returns for 3 years | 17.39 | -2.01 | -866% |
| Returns for 5 years | 56.90 | 25.66 | 222% |
| Returns for 10 years | 76.61 | N/A | - |
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