DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
JVAPX
Price
$38.84
Change
+$0.36 (+0.94%)
Updated
Sep 26 closing price
Net Assets
8.97B
Interact to see
Advertisement

DODGX vs JVAPX

Header iconDODGX vs JVAPX Comparison
Open Charts DODGX vs JVAPXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
JPMorgan Value Advantage R3
Price$38.84
Change+$0.36 (+0.94%)
VolumeN/A
Net Assets8.97B
DODGX vs JVAPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. JVAPX commentary
Sep 28, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. JVAPX (8.98B). DODGX pays higher dividends than JVAPX: DODGX (1.34) vs JVAPX (1.20). 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 : 3.35 vs. JVAPX (-1.93). DODGX return over 5 years is better than : 78.53 vs. JVAPX (38.19).
DODGXJVAPXDODGX / JVAPX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence61 years9 years-
Gain YTD8.8516.353139%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B8.98B1,348%
Annual Yield % from dividends1.341.20112%
Returns for 1 year3.35-1.93-174%
Returns for 3 years45.7518.31250%
Returns for 5 years78.5338.19206%
Returns for 10 years87.64N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PDX25.150.38
+1.53%
PIMCO Dynamic Income Strategy Fund
SPAM35.050.22
+0.64%
Themes Cybersecurity ETF
USSE33.140.21
+0.63%
Segall Bryant & Hamill Select Equity ETF
EBIZ34.95-0.02
-0.05%
Global X E-commerce ETF
HOOG84.91-1.31
-1.52%
Leverage Shares 2X Long HOOD Daily ETF