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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$39.58
Change+$0.23 (+0.58%)
VolumeN/A
Net Assets8.98B
DODGX vs JVAIX Comparison Chart in %
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DODGX vs. JVAIX commentary
Aug 20, 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 JVAIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAIX (8.98B). JVAIX pays higher dividends than DODGX: JVAIX (1.54) vs DODGX (1.39). DODGX was incepted earlier than JVAIX: DODGX (61 years) vs JVAIX (20 years). JVAIX (0.69) is less costly to investors than DODGX (0.51). JVAIX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than JVAIX: DODGX (2500) vs JVAIX (3000000). DODGX annual gain was more profitable for investors over the last year : 3.78 vs. JVAIX (0.04). DODGX return over 5 years is better than : 70.91 vs. JVAIX (35.54).
| DODGX | JVAIX | DODGX / JVAIX | |
| Total Expense Ratio | 0.51 | 0.69 | 74% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 61 years | 20 years | - |
| Gain YTD | 7.483 | 5.294 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 8.98B | 1,292% |
| Annual Yield % from dividends | 1.39 | 1.54 | 90% |
| Returns for 1 year | 3.78 | 0.04 | 8,434% |
| Returns for 3 years | 22.95 | 3.38 | 678% |
| Returns for 5 years | 70.91 | 35.54 | 200% |
| Returns for 10 years | 73.87 | 54.05 | 137% |
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