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DODGX vs JLVMX
DODGX vs JLVMX Comparison
Open Charts DODGX vs JLVMX
JPMorgan Large Cap Value R6
Price$21.46
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets5.29B
DODGX vs JLVMX Comparison Chart in %
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DODGX vs. JLVMX commentary
Sep 09, 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 Buy and JLVMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JLVMX (5.29B). JLVMX (1.37) and DODGX (1.34) have matching dividends . DODGX was incepted earlier than JLVMX: DODGX (61 years) vs JLVMX (15 years). DODGX (0.51) and JLVMX (0.50) have similar cost to investors . JLVMX is a more actively managed with annual turnover of: 167.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than JLVMX: DODGX (2500) vs JLVMX (15000000). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. JLVMX (4.09). DODGX (69.07) and JLVMX (67.23) have equivalent 5 years return.
| DODGX | JLVMX | DODGX / JLVMX | |
| Total Expense Ratio | 0.51 | 0.44 | 116% |
| Annual Report Gross Expense Ratio | 0.51 | 0.50 | 102% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 8.992 | 9.387 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 5.29B | 2,192% |
| Annual Yield % from dividends | 1.34 | 1.37 | 98% |
| Returns for 1 year | 5.19 | 4.09 | 127% |
| Returns for 3 years | 33.89 | 24.14 | 140% |
| Returns for 5 years | 69.07 | 67.23 | 103% |
| Returns for 10 years | 76.03 | 73.21 | 104% |
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