DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
JVAAX
Price
$39.58
Change
+$0.37 (+0.94%)
Updated
Sep 26 closing price
Net Assets
9.06B
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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$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
JPMorgan Value Advantage A
Price$39.58
Change+$0.37 (+0.94%)
VolumeN/A
Net Assets9.06B
DODGX vs JVAAX Comparison Chart in %
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DODGX vs. JVAAX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. JVAAX (9.06B). DODGX pays higher dividends than JVAAX: DODGX (1.34) vs JVAAX (1.16). DODGX was incepted earlier than JVAAX: DODGX (61 years) vs JVAAX (21 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 : 3.35 vs. JVAAX (-1.77). DODGX return over 5 years is better than : 78.53 vs. JVAAX (38.84).
DODGXJVAAXDODGX / JVAAX
Total Expense Ratio0.510.9952%
Annual Report Gross Expense Ratio0.511.1046%
Fund Existence61 years21 years-
Gain YTD8.8516.369139%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B9.06B1,336%
Annual Yield % from dividends1.341.16116%
Returns for 1 year3.35-1.77-189%
Returns for 3 years45.7518.62246%
Returns for 5 years78.5338.84202%
Returns for 10 years87.6459.05148%
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