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DOXGX vs JVAIX
DOXGX vs JVAIX Comparison
Open Charts DOXGX vs JVAIX
Dodge & Cox Stock X
Price$16.91
Change-$261.37 (-93.92%)
VolumeN/A
Net Assets119.13B
JPMorgan Value Advantage L
Price$37.86
Change-$1.94 (-4.87%)
VolumeN/A
Net Assets8.64B
DOXGX vs JVAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. JVAIX (8.65B). DOXGX (1.39) and JVAIX (1.37) have matching dividends . DOXGX was incepted earlier than JVAIX: DOXGX (4 years) vs JVAIX (21 years). JVAIX (0.70) is less costly to investors than DOXGX (0.46). JVAIX is a more actively managed with annual turnover of: 36.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than JVAIX: DOXGX (2500) vs JVAIX (3000000). DOXGX annual gain was more profitable for investors over the last year : 1.24 vs. JVAIX (-0.79).
| DOXGX | JVAIX | DOXGX / JVAIX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.46 | 0.70 | 66% |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 1.929 | 3.499 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.65B | 1,377% |
| Annual Yield % from dividends | 1.39 | 1.37 | 102% |
| Returns for 1 year | 1.24 | -0.79 | -156% |
| Returns for 3 years | 22.76 | 8.57 | 266% |
| Returns for 5 years | N/A | 8.82 | - |
| Returns for 10 years | N/A | 68.12 | - |
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