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DODGX vs JVASX
DODGX vs JVASX Comparison
Open Charts DODGX vs JVASX
JPMorgan Value Advantage I
Price$41.35
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVASX Comparison Chart
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DODGX vs. JVASX 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 JVASX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVASX (9.34B). JVASX (1.41) and DODGX (1.36) have matching dividends . DODGX was incepted earlier than JVASX: DODGX (60 years) vs JVASX (20 years). JVASX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JVASX: DODGX (2500) vs JVASX (1000000). DODGX (20.73) and JVASX (20.48) have marching annual gain over last year. DODGX return over 5 years is better than : 50.19 vs. JVASX (21.15).
| DODGX | JVASX | DODGX / JVASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 20 years | - |
| Gain YTD | 12.733 | 16.413 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 9.34B | 1,242% |
| Annual Yield % from dividends | 1.36 | 1.41 | 97% |
| Returns for 1 year | 20.73 | 20.48 | 101% |
| Returns for 3 years | 20.35 | 0.08 | 25,460% |
| Returns for 5 years | 50.19 | 21.15 | 237% |
| Returns for 10 years | 58.41 | 55.81 | 105% |
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