EFV
Price
$76.05
Change
-$0.78 (-1.02%)
Updated
Jun 23, 04:06 PM (EDT)
Net Assets
24.18B
Intraday BUY SELL Signals
IVAL
Price
$34.43
Change
-$0.54 (-1.54%)
Updated
Jun 23, 03:24 PM (EDT)
Net Assets
215.27M
Intraday BUY SELL Signals
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EFV vs IVAL

EFV vs IVAL Comparison Chart in %
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VS
EFV vs. IVAL commentary
Jun 24, 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 EFV is a Buy and IVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
EFV has more net assets: 24.2B vs. IVAL (215M). IVAL has a higher annual dividend yield than EFV: IVAL (11.643) vs EFV (10.435). EFV was incepted earlier than IVAL: EFV (21 years) vs IVAL (12 years). EFV (0.31) has a lower expense ratio than IVAL (0.38). IVAL has a higher turnover EFV (3.90) vs EFV (3.90).
EFVIVALEFV / IVAL
Gain YTD10.43511.64390%
Net Assets24.2B215M11,256%
Total Expense Ratio0.310.3882%
Turnover3.90267.001%
Yield3.772.63143%
Fund Existence21 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
EFVIVAL
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
72%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
78%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
75%
Advances
ODDS (%)
Bullish Trend 8 days ago
84%
Bullish Trend 8 days ago
83%
Declines
ODDS (%)
Bearish Trend 6 days ago
79%
Bearish Trend 2 days ago
77%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
87%
Aroon
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
85%
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EFV
Daily Signal:
Gain/Loss:
IVAL
Daily Signal:
Gain/Loss:
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EFV and

Correlation & Price change

A.I.dvisor indicates that over the last year, EFV has been closely correlated with SAN. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if EFV jumps, then SAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EFV
1D Price
Change %
EFV100%
+0.23%
SAN - EFV
70%
Closely correlated
+1.56%
MT - EFV
67%
Closely correlated
+0.54%
BBVA - EFV
67%
Closely correlated
+1.51%
BHP - EFV
64%
Loosely correlated
-2.38%
FER - EFV
64%
Loosely correlated
+2.20%
More

IVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVAL has been closely correlated with MT. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVAL jumps, then MT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVAL
1D Price
Change %
IVAL100%
-0.74%
MT - IVAL
67%
Closely correlated
+0.54%
BHP - IVAL
64%
Loosely correlated
-2.38%
RIO - IVAL
63%
Loosely correlated
-0.72%
CNH - IVAL
56%
Loosely correlated
-0.76%
APAM - IVAL
56%
Loosely correlated
+0.28%
More