DWM
Price
$74.65
Change
+$0.54 (+0.73%)
Updated
Jul 6, 04:17 PM (EDT)
Net Assets
669.84M
Intraday BUY SELL Signals
IDV
Price
$42.07
Change
+$0.26 (+0.62%)
Updated
Jul 6, 04:59 PM (EDT)
Net Assets
8.12B
Intraday BUY SELL Signals
Interact to see
Advertisement

DWM vs IDV

DWM vs IDV Comparison Chart in %
loading
loading
View a ticker or compare two or three
VS
DWM vs. IDV commentary
Jul 06, 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 Buy and IDV is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IDV has more net assets: 8.12B vs. DWM (670M). DWM (9.645) and IDV (9.186) have matching annual dividend yield . 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 YTD9.6459.186105%
Net Assets670M8.12B8%
Total Expense Ratio0.480.5096%
Turnover27.0027.00100%
Yield2.775.5050%
Fund Existence20 years19 years-
TECHNICAL ANALYSIS
Technical Analysis
DWMIDV
RSI
ODDS (%)
N/A
Bullish Trend 5 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
76%
Bullish Trend 5 days ago
84%
Momentum
ODDS (%)
Bullish Trend 5 days ago
77%
Bearish Trend 5 days ago
74%
MACD
ODDS (%)
Bullish Trend 5 days ago
83%
N/A
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
80%
Bullish Trend 5 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
77%
Bearish Trend 5 days ago
71%
Advances
ODDS (%)
Bullish Trend 7 days ago
82%
Bullish Trend 25 days ago
83%
Declines
ODDS (%)
Bearish Trend 13 days ago
78%
Bearish Trend 6 days ago
77%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
77%
Aroon
ODDS (%)
Bullish Trend 5 days ago
85%
Bearish Trend 5 days ago
70%
View a ticker or compare two or three
Interact to see
Advertisement
DWM
Daily Signal:
Gain/Loss:
IDV
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OIEPX27.470.29
+1.07%
JPMorgan Equity Income R3
CHRSX22.430.05
+0.22%
Invesco Charter S
TSVQX23.09-0.10
-0.43%
PGIM Quant Solutions Small-Cap Val R6
WBSIX41.01-0.21
-0.51%
William Blair Small Cap Growth I
KMVAX39.87-0.24
-0.60%
Kirr Marbach Partners Value

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 76% 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%
+1.37%
SAN - DWM
76%
Closely correlated
+1.01%
ING - DWM
74%
Closely correlated
+1.97%
STM - DWM
73%
Closely correlated
-3.35%
BBVA - DWM
71%
Closely correlated
+2.48%
NWG - DWM
64%
Loosely correlated
N/A
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
-1.94%
RIO - IDV
68%
Closely correlated
+1.15%
CM - IDV
68%
Closely correlated
-1.87%
BHP - IDV
66%
Closely correlated
+1.35%
SHEL - IDV
59%
Loosely correlated
+1.89%
More