Interact to see
Advertisement
Advertisement
DODGX vs JVAIX
DODGX vs JVAIX Comparison
Open Charts DODGX vs JVAIX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
JPMorgan Value Advantage L
Price$37.86
Change-$1.94 (-4.87%)
VolumeN/A
Net Assets8.64B
DODGX vs JVAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. JVAIX commentary
Feb 04, 2026
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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. JVAIX (8.65B). JVAIX pays higher dividends than DODGX: JVAIX (1.37) vs DODGX (1.30). DODGX was incepted earlier than JVAIX: DODGX (61 years) vs JVAIX (21 years). JVAIX (0.70) is less costly to investors than DODGX (0.51). JVAIX is a more actively managed with annual turnover of: 36.00 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 : 1.19 vs. JVAIX (-0.79). DODGX return over 5 years is better than : 41.75 vs. JVAIX (8.82).
| DODGX | JVAIX | DODGX / JVAIX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.70 | 73% |
| Fund Existence | 61 years | 21 years | - |
| Gain YTD | 1.929 | 3.499 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.65B | 1,377% |
| Annual Yield % from dividends | 1.30 | 1.37 | 95% |
| Returns for 1 year | 1.19 | -0.79 | -149% |
| Returns for 3 years | 22.46 | 8.57 | 262% |
| Returns for 5 years | 41.75 | 8.82 | 473% |
| Returns for 10 years | 99.42 | 68.12 | 146% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement