DWM
Price
$72.63
Change
-$1.52 (-2.05%)
Updated
Jun 5 closing price
Net Assets
666.05M
Intraday BUY SELL Signals
IDV
Price
$43.42
Change
-$0.72 (-1.63%)
Updated
Jun 5 closing price
Net Assets
8.43B
Intraday BUY SELL Signals
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DWM vs IDV

Header iconDWM vs IDV Comparison
Open Charts DWM vs IDVBanner chart's image
DWM vs IDV Comparison Chart in %
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VS
DWM vs. IDV commentary
Jun 08, 2026

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 DWM is a Hold and IDV is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IDV has more net assets: 8.43B vs. DWM (666M). IDV has a higher annual dividend yield than DWM: IDV (10.590) vs DWM (5.874). DWM was incepted earlier than IDV: DWM (20 years) vs IDV (19 years). DWM (0.48) and IDV (0.50) have comparable expense ratios . DWM (27.00) and IDV (27.00) have matching turnover.
DWMIDVDWM / IDV
Gain YTD5.87410.59055%
Net Assets666M8.43B8%
Total Expense Ratio0.480.5096%
Turnover27.0027.00100%
Yield2.724.4062%
Fund Existence20 years19 years-
TECHNICAL ANALYSIS
Technical Analysis
DWMIDV
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
83%
Momentum
ODDS (%)
Bearish Trend 4 days ago
82%
Bearish Trend 4 days ago
70%
MACD
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
76%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
75%
Bearish Trend 4 days ago
75%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
71%
Bearish Trend 4 days ago
72%
Advances
ODDS (%)
Bullish Trend 19 days ago
81%
Bullish Trend 19 days ago
82%
Declines
ODDS (%)
Bearish Trend 12 days ago
78%
Bearish Trend 11 days ago
77%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
83%
Aroon
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
82%
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DWM
Daily Signal:
Gain/Loss:
IDV
Daily Signal:
Gain/Loss:
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DWM and

Correlation & Price change

A.I.dvisor indicates that over the last year, DWM has been closely correlated with SAN. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if DWM jumps, then SAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DWM
1D Price
Change %
DWM100%
-2.05%
SAN - DWM
74%
Closely correlated
-2.57%
ING - DWM
74%
Closely correlated
-3.20%
STM - DWM
73%
Closely correlated
-9.75%
FER - DWM
71%
Closely correlated
+0.53%
BBVA - DWM
71%
Closely correlated
-2.67%
More

IDV and

Correlation & Price change

A.I.dvisor indicates that over the last year, IDV has been closely correlated with BMO. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IDV jumps, then BMO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IDV
1D Price
Change %
IDV100%
-1.63%
BMO - IDV
73%
Closely correlated
-0.51%
CM - IDV
68%
Closely correlated
-0.25%
RIO - IDV
67%
Closely correlated
-4.47%
BHP - IDV
66%
Closely correlated
-6.83%
SHEL - IDV
59%
Loosely correlated
-1.53%
More