DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
JVAPX
Price
$39.12
Change
+$0.34 (+0.88%)
Updated
Sep 4 closing price
Net Assets
9.14B
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DODGX vs JVAPX

Header iconDODGX vs JVAPX Comparison
Open Charts DODGX vs JVAPXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
JPMorgan Value Advantage R3
Price$39.12
Change+$0.34 (+0.88%)
VolumeN/A
Net Assets9.14B
DODGX vs JVAPX Comparison Chart in %
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DODGX vs. JVAPX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAPX (9.14B). 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 : 5.19 vs. JVAPX (0.43). DODGX return over 5 years is better than : 69.07 vs. JVAPX (32.06).
DODGXJVAPXDODGX / JVAPX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence61 years9 years-
Gain YTD8.9927.119126%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B9.14B1,270%
Annual Yield % from dividends1.341.20112%
Returns for 1 year5.190.431,207%
Returns for 3 years33.8910.80314%
Returns for 5 years69.0732.06215%
Returns for 10 years76.03N/A-
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