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DODGX vs JVARX
DODGX vs JVARX Comparison
Open Charts DODGX vs JVARX
JPMorgan Value Advantage R5
Price$39.61
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
DODGX vs JVARX Comparison Chart in %
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DODGX vs. JVARX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JVARX (9.13B). JVARX pays higher dividends than DODGX: JVARX (1.54) vs DODGX (1.38). DODGX was incepted earlier than JVARX: DODGX (61 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 : 8.33 vs. JVARX (7.27). DODGX return over 5 years is better than : 79.15 vs. JVARX (42.35).
| DODGX | JVARX | DODGX / JVARX | |
| Total Expense Ratio | 0.51 | 0.60 | 85% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 7.647 | 5.683 | 135% |
| 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 | 1.54 | 89% |
| Returns for 1 year | 8.33 | 7.27 | 115% |
| Returns for 3 years | 31.93 | 11.69 | 273% |
| Returns for 5 years | 79.15 | 42.35 | 187% |
| Returns for 10 years | 63.83 | N/A | - |
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