DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JVAQX
Price
$40.01
Change
+$0.18 (+0.45%)
Updated
Jul 3 closing price
Net Assets
9.13B
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DODGX vs JVAQX

Header iconDODGX vs JVAQX Comparison
Open Charts DODGX vs JVAQXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
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.

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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).
DODGXJVAQXDODGX / JVAQX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years9 years-
Gain YTD7.6475.595137%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B9.13B1,248%
Annual Yield % from dividends1.381.4794%
Returns for 1 year8.337.18116%
Returns for 3 years31.9312.59254%
Returns for 5 years79.1543.02184%
Returns for 10 years63.83N/A-
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