DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
JVAYX
Price
$40.33
Change
+$0.36 (+0.90%)
Updated
Sep 4 closing price
Net Assets
9.14B
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DODGX vs JVAYX

Header iconDODGX vs JVAYX Comparison
Open Charts DODGX vs JVAYXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
JPMorgan Value Advantage R6
Price$40.33
Change+$0.36 (+0.90%)
VolumeN/A
Net Assets9.14B
DODGX vs JVAYX Comparison Chart in %
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DODGX vs. JVAYX commentary
Sep 09, 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 JVAYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JVAYX (9.14B). JVAYX pays higher dividends than DODGX: JVAYX (1.57) vs DODGX (1.34). DODGX was incepted earlier than JVAYX: DODGX (61 years) vs JVAYX (9 years). JVAYX (0.59) is less costly to investors than DODGX (0.51). JVAYX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than JVAYX: DODGX (2500) vs JVAYX (15000000). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. JVAYX (0.87). DODGX return over 5 years is better than : 69.07 vs. JVAYX (35.40).
DODGXJVAYXDODGX / JVAYX
Total Expense Ratio0.510.50102%
Annual Report Gross Expense Ratio0.510.5986%
Fund Existence61 years9 years-
Gain YTD8.9927.171125%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B9.14B1,270%
Annual Yield % from dividends1.341.5785%
Returns for 1 year5.190.87596%
Returns for 3 years33.8912.14279%
Returns for 5 years69.0735.40195%
Returns for 10 years76.03N/A-
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