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DODGX vs JVAPX
DODGX vs JVAPX Comparison
Open Charts DODGX vs JVAPX
JPMorgan Value Advantage R3
Price$38.51
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
DODGX vs JVAPX Comparison Chart in %
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DODGX vs. JVAPX 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 JVAPX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVAPX (9.13B). DODGX pays higher dividends than JVAPX: DODGX (1.38) vs JVAPX (1.24). DODGX was incepted earlier than JVAPX: DODGX (61 years) vs JVAPX (9 years). JVAPX (1.16) is less costly to investors than DODGX (0.51). JVAPX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). JVAPX has a lower initial minimum investment than DODGX: JVAPX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JVAPX (6.61). DODGX return over 5 years is better than : 79.15 vs. JVAPX (39.08).
| DODGX | JVAPX | DODGX / JVAPX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.16 | 44% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 7.647 | 5.449 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 9.13B | 1,248% |
| Annual Yield % from dividends | 1.38 | 1.24 | 111% |
| Returns for 1 year | 8.33 | 6.61 | 126% |
| Returns for 3 years | 31.93 | 10.31 | 310% |
| Returns for 5 years | 79.15 | 39.08 | 203% |
| Returns for 10 years | 63.83 | N/A | - |
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