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DOXGX vs JVARX
DOXGX vs JVARX Comparison
Open Charts DOXGX vs JVARX
JPMorgan Value Advantage R5
Price$37.87
Change+$0.42 (+1.12%)
VolumeN/A
Net Assets8.68B
DOXGX vs JVARX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. JVARX (8.68B). 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 : 5.40 vs. JVARX (0.75).
| DOXGX | JVARX | DOXGX / JVARX | |
| Total Expense Ratio | 0.41 | 0.60 | 68% |
| Annual Report Gross Expense Ratio | 0.46 | 0.69 | 67% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 3.942 | -0.080 | -4,925% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.68B | 1,268% |
| Annual Yield % from dividends | 1.49 | 1.59 | 94% |
| Returns for 1 year | 5.40 | 0.75 | 719% |
| Returns for 3 years | 16.06 | -3.27 | -491% |
| Returns for 5 years | N/A | 22.23 | - |
| Returns for 10 years | N/A | N/A | - |
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