DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
JVAIX
Price
$39.73
Change
+$0.15 (+0.38%)
Updated
Jul 25 closing price
Net Assets
9.11B
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DODGX vs JVAIX

Header iconDODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
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.

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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).
DODGXJVAIXDODGX / JVAIX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence61 years20 years-
Gain YTD7.9615.693140%
Front LoadN/AN/A-
Min. Initial Investment250030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets117B9.11B1,284%
Annual Yield % from dividends1.381.5390%
Returns for 1 year6.762.83239%
Returns for 3 years30.7710.26300%
Returns for 5 years75.0238.14197%
Returns for 10 years62.9247.71132%
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