DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
JVACX
Price
$37.21
Change
-$0.45 (-1.19%)
Updated
Jun 13 closing price
Net Assets
8.69B
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DODGX vs JVACX

Header iconDODGX vs JVACX Comparison
Open Charts DODGX vs JVACXBanner chart's image
Dodge & Cox Stock I
Price$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
JPMorgan Value Advantage C
Price$37.21
Change-$0.45 (-1.19%)
VolumeN/A
Net Assets8.69B
DODGX vs JVACX Comparison Chart
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DODGX vs. JVACX commentary
Jun 16, 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 JVACX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVACX (8.69B). DODGX pays higher dividends than JVACX: DODGX (1.40) vs JVACX (0.71). DODGX was incepted earlier than JVACX: DODGX (60 years) vs JVACX (20 years). JVACX (1.60) is less costly to investors than DODGX (0.51). JVACX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). JVACX has a lower initial minimum investment than DODGX: JVACX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. JVACX (0.92). DODGX return over 5 years is better than : 72.42 vs. JVACX (28.36).
DODGXJVACXDODGX / JVACX
Total Expense Ratio0.511.4934%
Annual Report Gross Expense Ratio0.511.6032%
Fund Existence60 years20 years-
Gain YTD3.642-0.161-2,262%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.69B1,312%
Annual Yield % from dividends1.400.71197%
Returns for 1 year5.930.92647%
Returns for 3 years28.155.13548%
Returns for 5 years72.4228.36255%
Returns for 10 years53.9329.48183%
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