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DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
JPMorgan Value Advantage L
Price$39.73
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
DODGX vs JVAIX Comparison Chart in %
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DODGX vs. JVAIX commentary
Jul 27, 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: 117B vs. JVAIX (9.11B). 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 : 6.76 vs. JVAIX (2.83). DODGX return over 5 years is better than : 75.02 vs. JVAIX (38.14).
| 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 | 7.961 | 5.693 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 9.11B | 1,284% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | 6.76 | 2.83 | 239% |
| Returns for 3 years | 30.77 | 10.26 | 300% |
| Returns for 5 years | 75.02 | 38.14 | 197% |
| Returns for 10 years | 62.92 | 47.71 | 132% |
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