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DODGX vs JVAYX
DODGX vs JVAYX Comparison
Open Charts DODGX vs JVAYX
JPMorgan Value Advantage R6
Price$40.12
Change-$0.47 (-1.16%)
VolumeN/A
CapitalizationN/A
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DODGX vs JVAYX Comparison Chart
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DODGX vs. JVAYX commentary
Sep 08, 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 JVAYX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAYX (9.04B). JVAYX pays higher dividends than DODGX: JVAYX (1.63) vs DODGX (1.36). DODGX was incepted earlier than JVAYX: DODGX (60 years) vs JVAYX (8 years). JVAYX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JVAYX: DODGX (2500) vs JVAYX (15000000). DODGX (17.60) and JVAYX (17.49) have marching annual gain over last year. DODGX return over 5 years is better than : 50.85 vs. JVAYX (22.68).
| DODGX | JVAYX | DODGX / JVAYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 8 years | - |
| Gain YTD | 11.007 | 14.435 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 9.04B | 1,283% |
| Annual Yield % from dividends | 1.36 | 1.63 | 83% |
| Returns for 1 year | 17.60 | 17.49 | 101% |
| Returns for 3 years | 13.24 | -5.17 | -256% |
| Returns for 5 years | 50.85 | 22.68 | 224% |
| Returns for 10 years | 54.87 | N/A | - |