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DODGX vs JGAQX
DODGX vs JGAQX Comparison
Open Charts DODGX vs JGAQX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
JPMorgan Value Advantage R2
Price$36.53
Change-$1.91 (-4.97%)
VolumeN/A
Net Assets8.64B
DODGX vs JGAQX Comparison Chart in %
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DODGX vs. JGAQX commentary
Feb 04, 2026
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 Buy and JGAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. JGAQX (8.65B). DODGX pays higher dividends than JGAQX: DODGX (1.30) vs JGAQX (0.91). DODGX was incepted earlier than JGAQX: DODGX (61 years) vs JGAQX (9 years). JGAQX (1.42) is less costly to investors than DODGX (0.51). JGAQX is a more actively managed with annual turnover of: 36.00 vs. DODGX (15.00). JGAQX has a lower initial minimum investment than DODGX: JGAQX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 1.19 vs. JGAQX (-1.83). DODGX return over 5 years is better than : 41.75 vs. JGAQX (4.62).
| DODGX | JGAQX | DODGX / JGAQX | |
| Total Expense Ratio | 0.51 | 1.25 | 41% |
| Annual Report Gross Expense Ratio | 0.51 | 1.42 | 36% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 1.929 | 3.455 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.65B | 1,377% |
| Annual Yield % from dividends | 1.30 | 0.91 | 142% |
| Returns for 1 year | 1.19 | -1.83 | -65% |
| Returns for 3 years | 22.46 | 5.64 | 398% |
| Returns for 5 years | 41.75 | 4.62 | 903% |
| Returns for 10 years | 99.42 | N/A | - |
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