DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
JVAIX
Price
$37.67
Change
-$0.46 (-1.21%)
Updated
Jun 13 closing price
Net Assets
8.69B
Interact to see
Advertisement

DODGX vs JVAIX

Header iconDODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIXBanner chart's image
Dodge & Cox Stock I
Price$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
JPMorgan Value Advantage L
Price$37.67
Change-$0.46 (-1.21%)
VolumeN/A
Net Assets8.69B
DODGX vs JVAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. JVAIX 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 JVAIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVAIX (8.69B). JVAIX pays higher dividends than DODGX: JVAIX (1.58) vs DODGX (1.40). DODGX was incepted earlier than JVAIX: DODGX (60 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 : 5.93 vs. JVAIX (1.93). DODGX return over 5 years is better than : 72.42 vs. JVAIX (33.59).
DODGXJVAIXDODGX / JVAIX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence60 years20 years-
Gain YTD3.6420.2131,711%
Front LoadN/AN/A-
Min. Initial Investment250030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.69B1,312%
Annual Yield % from dividends1.401.5889%
Returns for 1 year5.931.93308%
Returns for 3 years28.157.24389%
Returns for 5 years72.4233.59216%
Returns for 10 years53.9338.62140%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EIVPX15.69-0.08
-0.51%
Parametric Volatil Risk Prm-Defensv I
RIDGX26.28-0.15
-0.57%
American Funds Income Fund of Amer R6
IHOVX22.36-0.28
-1.24%
Hartford International Opportunities R6
RMBHX34.39-0.45
-1.29%
RMB A
WPOIX11.88-0.24
-1.98%
Weitz Partners III Opportunity Investor