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DODGX vs JVARX
DODGX vs JVARX Comparison
Open Charts DODGX vs JVARX
JPMorgan Value Advantage R5
Price$37.57
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
DODGX vs JVARX Comparison Chart
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DODGX vs. JVARX commentary
Jun 16, 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 JVARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVARX (8.69B). JVARX pays higher dividends than DODGX: JVARX (1.59) vs DODGX (1.40). DODGX was incepted earlier than JVARX: DODGX (60 years) vs JVARX (9 years). JVARX (0.69) is less costly to investors than DODGX (0.51). JVARX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). JVARX has a lower initial minimum investment than DODGX: JVARX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. JVARX (1.94). DODGX return over 5 years is better than : 72.42 vs. JVARX (33.45).
| DODGX | JVARX | DODGX / JVARX | |
| Total Expense Ratio | 0.51 | 0.60 | 85% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 3.642 | 0.240 | 1,517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.69B | 1,312% |
| Annual Yield % from dividends | 1.40 | 1.59 | 88% |
| Returns for 1 year | 5.93 | 1.94 | 306% |
| Returns for 3 years | 28.15 | 7.17 | 393% |
| Returns for 5 years | 72.42 | 33.45 | 217% |
| Returns for 10 years | 53.93 | N/A | - |
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