DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
JGRUX
Price
$90.77
Change
-$0.06 (-0.07%)
Updated
Dec 26 closing price
Net Assets
6.56B
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DODGX vs JGRUX

Header iconDODGX vs JGRUX Comparison
Open Charts DODGX vs JGRUXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
JPMorgan US Value R4
Price$90.77
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets6.56B
DODGX vs JGRUX Comparison Chart in %
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DODGX vs. JGRUX commentary
Dec 28, 2025

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 Hold and JGRUX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. JGRUX (6.57B). DODGX pays higher dividends than JGRUX: DODGX (1.32) vs JGRUX (1.19). DODGX was incepted earlier than JGRUX: DODGX (61 years) vs JGRUX (8 years). JGRUX (0.74) is less costly to investors than DODGX (0.51). JGRUX is a more actively managed with annual turnover of: 185.00 vs. DODGX (15.00). JGRUX has a lower initial minimum investment than DODGX: JGRUX (0) vs DODGX (2500). JGRUX annual gain was more profitable for investors over the last year : 8.99 vs. DODGX (3.81). JGRUX return over 5 years is better than : 67.25 vs. DODGX (48.93).
DODGXJGRUXDODGX / JGRUX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.7469%
Fund Existence61 years8 years-
Gain YTD5.36510.62451%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B6.57B1,813%
Annual Yield % from dividends1.321.19111%
Returns for 1 year3.818.9942%
Returns for 3 years30.0037.0381%
Returns for 5 years48.9367.2573%
Returns for 10 years74.45N/A-
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