DOXGX
Price
$274.57
Change
+$1.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JVARX
Price
$39.61
Change
+$0.18 (+0.46%)
Updated
Jul 3 closing price
Net Assets
9.13B
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DOXGX vs JVARX

Header iconDOXGX vs JVARX Comparison
Open Charts DOXGX vs JVARXBanner chart's image
Dodge & Cox Stock X
Price$274.57
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets113.58B
JPMorgan Value Advantage R5
Price$39.61
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
DOXGX vs JVARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. JVARX (9.13B). JVARX (1.54) and DOXGX (1.47) have matching dividends . DOXGX was incepted earlier than JVARX: DOXGX (3 years) vs JVARX (9 years). JVARX (0.69) is less costly to investors than DOXGX (0.46). JVARX is a more actively managed with annual turnover of: 17.00 vs. DOXGX (15.00). JVARX has a lower initial minimum investment than DOXGX: JVARX (0) vs DOXGX (2500). DOXGX annual gain was more profitable for investors over the last year : 8.43 vs. JVARX (7.27).
DOXGXJVARXDOXGX / JVARX
Total Expense Ratio0.410.6068%
Annual Report Gross Expense Ratio0.460.6967%
Fund Existence3 years9 years-
Gain YTD7.6995.683135%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B9.13B1,248%
Annual Yield % from dividends1.471.5495%
Returns for 1 year8.437.27116%
Returns for 3 years32.2511.69276%
Returns for 5 yearsN/A42.35-
Returns for 10 yearsN/AN/A-
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