ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > DODGX vs JLGMX Holdings as of March 31, 2026

DODGX vs JLGMX: Portfolio Overlap

Dodge & Cox Stock Fund vs JPMorgan Large Cap Growth Fund

13.3%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

DODGX
86 equity holdings
as of March 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
12 stocks held in common
Overlap View Venn Diagram
13.3% OVERLAP DODGX JLGMX
Overlapping Holdings
10 Top 10 of 12 shared, by overlap contribution
# Stock DODGX JLGMX Overlap%
1
MSFT
 2.50% 4.68% 2.50%
2
AMZN
 1.79% 2.05% 1.79%
3
META
 1.76% 3.14% 1.76%
4
GILD
 2.22% 1.68% 1.68%
5
GOOG
 1.42% 8.37% 1.42%
6
RTX
 4.10% 1.32% 1.32%
7
SCHW
 4.25% 1.18% 1.18%
8
GS
 0.75% 2.04% 0.75%
9
ALNY
 0.36% 0.66% 0.36%
10
BKNG
 1.76% 0.26% 0.26%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
JCI3.25%
OXY2.90%
Taiwan Semiconductor Manufacturing Co Ltd2.52%
MET2.34%
FDX2.18%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
NVDA10.29%
AAPL9.15%
TSLA3.52%
AVGO2.96%
MA2.36%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between DODGX and JLGMX?

DODGX (Dodge & Cox Stock Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 13.2% portfolio overlap as of their March 31, 2026 filings, across 12 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do DODGX and JLGMX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both DODGX and JLGMX?

The most prominent shared holdings (by combined weight) are: MSFT, AMZN, META. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
AFICX — American Funds Fundamental Investors vs JLGMX — JPMorgan Large Cap Growth FundJLGMX — JPMorgan Large Cap Growth Fund vs SWPPX — Schwab S&P 500 Index FundAIVSX — Investment Co of America vs DODGX — Dodge & Cox Stock FundJLGMX — JPMorgan Large Cap Growth Fund vs QQQ — Invesco QQQ Trust, Series 1JLGMX — JPMorgan Large Cap Growth Fund vs VWO — VANGUARD EMERGING MARKETS STOCK INDEX FUNDAEGFX — EUPAC Fund vs JLGMX — JPMorgan Large Cap Growth Fund