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DOXGX vs JVARX
DOXGX vs JVARX Comparison
Open Charts DOXGX vs JVARX
JPMorgan Value Advantage R5
Price$37.57
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
DOXGX vs JVARX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. JVARX (8.69B). JVARX pays higher dividends than DOXGX: JVARX (1.59) vs DOXGX (1.49). 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 : 6.03 vs. JVARX (1.94).
| DOXGX | JVARX | DOXGX / JVARX | |
| Total Expense Ratio | 0.41 | 0.60 | 68% |
| Annual Report Gross Expense Ratio | 0.46 | 0.69 | 67% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 3.684 | 0.240 | 1,534% |
| 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 | 1.49 | 1.59 | 94% |
| Returns for 1 year | 6.03 | 1.94 | 311% |
| Returns for 3 years | 28.44 | 7.17 | 397% |
| Returns for 5 years | N/A | 33.45 | - |
| Returns for 10 years | N/A | N/A | - |
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