DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JVAAX
Price
$39.24
Change
+$0.17 (+0.44%)
Updated
Jul 3 closing price
Net Assets
9.13B
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DODGX vs JVAAX

Header iconDODGX vs JVAAX Comparison
Open Charts DODGX vs JVAAXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
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.

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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).
DODGXJVAAXDODGX / JVAAX
Total Expense Ratio0.510.9952%
Annual Report Gross Expense Ratio0.511.1046%
Fund Existence61 years20 years-
Gain YTD7.6475.456140%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B9.13B1,248%
Annual Yield % from dividends1.381.20115%
Returns for 1 year8.336.77123%
Returns for 3 years31.9310.58302%
Returns for 5 years79.1539.70199%
Returns for 10 years63.8342.64150%
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