DOXGX
Price
$268.61
Change
+$2.45 (+0.92%)
Updated
Jun 26 closing price
Net Assets
113.58B
JVARX
Price
$38.45
Change
+$0.32 (+0.84%)
Updated
Jun 26 closing price
Net Assets
8.8B
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DOXGX vs JVARX

Header iconDOXGX vs JVARX Comparison
Open Charts DOXGX vs JVARXBanner chart's image
Dodge & Cox Stock X
Price$268.61
Change+$2.45 (+0.92%)
VolumeN/A
Net Assets113.58B
JPMorgan Value Advantage R5
Price$38.45
Change+$0.32 (+0.84%)
VolumeN/A
Net Assets8.8B
DOXGX vs JVARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. JVARX (8.8B). JVARX pays higher dividends than DOXGX: JVARX (1.59) vs DOXGX (1.49). DOXGX was incepted earlier than JVARX: DOXGX (3 years) vs JVARX (9 years). JVARX (0.69) is less costly to investors than DOXGX (0.46). JVARX is a more actively managed with annual turnover of: 17.00 vs. DOXGX (15.00). JVARX has a lower initial minimum investment than DOXGX: JVARX (0) vs DOXGX (2500). DOXGX annual gain was more profitable for investors over the last year : 6.16 vs. JVARX (3.04).
DOXGXJVARXDOXGX / JVARX
Total Expense Ratio0.410.6068%
Annual Report Gross Expense Ratio0.460.6967%
Fund Existence3 years9 years-
Gain YTD5.3611.734309%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.8B1,295%
Annual Yield % from dividends1.491.5994%
Returns for 1 year6.163.04202%
Returns for 3 years27.156.36427%
Returns for 5 yearsN/A41.23-
Returns for 10 yearsN/AN/A-
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