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DODGX vs JVAAX
DODGX vs JVAAX Comparison
Open Charts DODGX vs JVAAX
JPMorgan Value Advantage A
Price$39.24
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
DODGX vs JVAAX Comparison Chart in %
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DODGX vs. JVAAX commentary
Jul 07, 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 JVAAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVAAX (9.13B). DODGX pays higher dividends than JVAAX: DODGX (1.38) vs JVAAX (1.20). DODGX was incepted earlier than JVAAX: DODGX (61 years) vs JVAAX (20 years). JVAAX (1.10) is less costly to investors than DODGX (0.51). JVAAX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). JVAAX has a lower initial minimum investment than DODGX: JVAAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JVAAX (6.77). DODGX return over 5 years is better than : 79.15 vs. JVAAX (39.70).
| DODGX | JVAAX | DODGX / JVAAX | |
| Total Expense Ratio | 0.51 | 0.99 | 52% |
| Annual Report Gross Expense Ratio | 0.51 | 1.10 | 46% |
| Fund Existence | 61 years | 20 years | - |
| Gain YTD | 7.647 | 5.456 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 9.13B | 1,248% |
| Annual Yield % from dividends | 1.38 | 1.20 | 115% |
| Returns for 1 year | 8.33 | 6.77 | 123% |
| Returns for 3 years | 31.93 | 10.58 | 302% |
| Returns for 5 years | 79.15 | 39.70 | 199% |
| Returns for 10 years | 63.83 | 42.64 | 150% |
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