DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
JVAQX
Price
$40.02
Change
+$0.15 (+0.38%)
Updated
Jul 25 closing price
Net Assets
9.11B
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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$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
JPMorgan Value Advantage R4
Price$40.02
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
DODGX vs JVAQX Comparison Chart in %
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DODGX vs. JVAQX commentary
Jul 27, 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: 117B vs. JVAQX (9.11B). 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 : 6.76 vs. JVAQX (2.74). DODGX return over 5 years is better than : 75.02 vs. JVAQX (38.60).
DODGXJVAQXDODGX / JVAQX
Total Expense Ratio0.510.7568%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years9 years-
Gain YTD7.9615.622142%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B9.11B1,284%
Annual Yield % from dividends1.381.4794%
Returns for 1 year6.762.74247%
Returns for 3 years30.7711.04279%
Returns for 5 years75.0238.60194%
Returns for 10 years62.92N/A-
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