DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
JLVZX
Price
$21.59
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
5.29B
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DODGX vs JLVZX

Header iconDODGX vs JLVZX Comparison
Open Charts DODGX vs JLVZXBanner chart's image
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
JPMorgan Large Cap Value R2
Price$21.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.29B
DODGX vs JLVZX Comparison Chart in %
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DODGX vs. JLVZX commentary
Sep 10, 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 JLVZX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. JLVZX (5.29B). DODGX pays higher dividends than JLVZX: DODGX (1.34) vs JLVZX (0.71). DODGX was incepted earlier than JLVZX: DODGX (61 years) vs JLVZX (17 years). JLVZX (1.27) is less costly to investors than DODGX (0.51). JLVZX is a more actively managed with annual turnover of: 167.00 vs. DODGX (15.00). JLVZX has a lower initial minimum investment than DODGX: JLVZX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. JLVZX (4.59). DODGX return over 5 years is better than : 71.26 vs. JLVZX (64.21).
DODGXJLVZXDODGX / JLVZX
Total Expense Ratio0.511.1943%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence61 years17 years-
Gain YTD8.8758.822101%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B5.29B2,286%
Annual Yield % from dividends1.340.71189%
Returns for 1 year6.724.59146%
Returns for 3 years28.6517.04168%
Returns for 5 years71.2664.21111%
Returns for 10 years77.3763.76121%
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