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DODGX vs JVASX
DODGX vs JVASX Comparison
Open Charts DODGX vs JVASX
JPMorgan Value Advantage I
Price$38.10
Change-$0.46 (-1.19%)
VolumeN/A
Net Assets8.74B
DODGX vs JVASX Comparison Chart in %
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DODGX vs. JVASX commentary
Aug 05, 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 Hold and JVASX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. JVASX (8.74B). JVASX (1.42) and DODGX (1.39) have matching dividends . DODGX was incepted earlier than JVASX: DODGX (61 years) vs JVASX (20 years). JVASX (0.84) is less costly to investors than DODGX (0.51). JVASX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than JVASX: DODGX (2500) vs JVASX (1000000). DODGX annual gain was more profitable for investors over the last year : 0.68 vs. JVASX (-2.69). DODGX return over 5 years is better than : 68.50 vs. JVASX (32.25).
| DODGX | JVASX | DODGX / JVASX | |
| Total Expense Ratio | 0.51 | 0.74 | 69% |
| Annual Report Gross Expense Ratio | 0.51 | 0.84 | 61% |
| Fund Existence | 61 years | 20 years | - |
| Gain YTD | 3.405 | 1.438 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.74B | 1,338% |
| Annual Yield % from dividends | 1.39 | 1.42 | 98% |
| Returns for 1 year | 0.68 | -2.69 | -25% |
| Returns for 3 years | 23.12 | 3.79 | 610% |
| Returns for 5 years | 68.50 | 32.25 | 212% |
| Returns for 10 years | 55.61 | 40.11 | 139% |
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