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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$39.72
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
DODGX vs JVAIX Comparison Chart in %
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DODGX vs. JVAIX 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 JVAIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVAIX (9.13B). JVAIX pays higher dividends than DODGX: JVAIX (1.53) vs DODGX (1.38). 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 : 8.33 vs. JVAIX (7.30). DODGX return over 5 years is better than : 79.15 vs. JVAIX (42.52).
| 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 | 7.647 | 5.666 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 9.13B | 1,248% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | 8.33 | 7.30 | 114% |
| Returns for 3 years | 31.93 | 11.79 | 271% |
| Returns for 5 years | 79.15 | 42.52 | 186% |
| Returns for 10 years | 63.83 | 47.42 | 135% |
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