EFV
Price
$78.03
Change
-$0.36 (-0.46%)
Updated
Jul 13 closing price
Net Assets
26.05B
Intraday BUY SELL Signals
IVAL
Price
$34.87
Change
-$0.08 (-0.23%)
Updated
Jul 13 closing price
Net Assets
211.83M
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
Jul 14, 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 Hold and IVAL is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
EFV has more net assets: 26.1B vs. IVAL (212M). IVAL has a higher annual dividend yield than EFV: IVAL (12.880) vs EFV (12.175). 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 YTD12.17512.88095%
Net Assets26.1B212M12,311%
Total Expense Ratio0.310.3882%
Turnover3.90267.001%
Yield4.782.77172%
Fund Existence21 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
EFVIVAL
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
83%
Momentum
ODDS (%)
Bullish Trend 1 day ago
85%
Bullish Trend 1 day ago
81%
MACD
ODDS (%)
Bullish Trend 1 day ago
85%
Bullish Trend 1 day ago
90%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
77%
Bearish Trend 1 day ago
78%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
80%
Advances
ODDS (%)
Bullish Trend 4 days ago
85%
Bullish Trend 15 days ago
83%
Declines
ODDS (%)
Bearish Trend 6 days ago
79%
Bearish Trend 20 days ago
77%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
76%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bullish Trend 1 day ago
82%
Bullish Trend 1 day 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 73% 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%
-0.46%
SAN - EFV
73%
Closely correlated
-1.51%
MT - EFV
69%
Closely correlated
-0.24%
BBVA - EFV
69%
Closely correlated
-1.17%
NWG - EFV
66%
Closely correlated
-1.46%
BHP - EFV
64%
Loosely correlated
-0.38%
More

IVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVAL has been loosely correlated with RIO. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if IVAL jumps, then RIO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVAL
1D Price
Change %
IVAL100%
N/A
RIO - IVAL
63%
Loosely correlated
-0.76%
CNH - IVAL
56%
Loosely correlated
-0.29%
APAM - IVAL
56%
Loosely correlated
+0.52%
STLA - IVAL
55%
Loosely correlated
+1.27%
TTE - IVAL
50%
Loosely correlated
+3.45%
More