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DODGX vs JVAQX
DODGX vs JVAQX Comparison
Open Charts DODGX vs JVAQX
JPMorgan Value Advantage R4
Price$40.01
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets9.13B
DODGX vs JVAQX Comparison Chart in %
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DODGX vs. JVAQX 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 JVAQX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVAQX (9.13B). JVAQX pays higher dividends than DODGX: JVAQX (1.47) vs DODGX (1.38). DODGX was incepted earlier than JVAQX: DODGX (61 years) vs JVAQX (9 years). JVAQX (1.03) is less costly to investors than DODGX (0.51). JVAQX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). JVAQX has a lower initial minimum investment than DODGX: JVAQX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JVAQX (7.18). DODGX return over 5 years is better than : 79.15 vs. JVAQX (43.02).
| DODGX | JVAQX | DODGX / JVAQX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 1.03 | 50% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 7.647 | 5.595 | 137% |
| 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 | 1.47 | 94% |
| Returns for 1 year | 8.33 | 7.18 | 116% |
| Returns for 3 years | 31.93 | 12.59 | 254% |
| Returns for 5 years | 79.15 | 43.02 | 184% |
| Returns for 10 years | 63.83 | N/A | - |
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