EFV
Price
$82.23
Change
+$0.81 (+0.99%)
Updated
Aug 21 closing price
Net Assets
31.74B
Intraday BUY SELL Signals
IVAL
Price
$37.23
Change
+$0.25 (+0.68%)
Updated
Aug 21 closing price
Net Assets
226.02M
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
Aug 23, 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: 31.7B vs. IVAL (226M). IVAL has a higher annual dividend yield than EFV: IVAL (20.241) vs EFV (18.213). 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 YTD18.21320.24190%
Net Assets31.7B226M14,027%
Total Expense Ratio0.310.3882%
Turnover3.90267.001%
Yield4.522.60174%
Fund Existence21 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
EFVIVAL
RSI
ODDS (%)
Bearish Trend 3 days ago
77%
Bearish Trend 3 days ago
79%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
79%
Momentum
ODDS (%)
Bearish Trend 3 days ago
73%
Bullish Trend 3 days ago
84%
MACD
ODDS (%)
Bearish Trend 3 days ago
75%
Bullish Trend 3 days ago
87%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
80%
Advances
ODDS (%)
Bullish Trend 10 days ago
86%
Bullish Trend 3 days ago
85%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
Bearish Trend 6 days ago
76%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
86%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 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 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%
+0.99%
SAN - EFV
73%
Closely correlated
+2.67%
BBVA - EFV
72%
Closely correlated
+1.43%
MT - EFV
69%
Closely correlated
+1.53%
NWG - EFV
67%
Closely correlated
+1.69%
RIO - EFV
64%
Loosely correlated
+3.06%
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%
+0.67%
RIO - IVAL
63%
Loosely correlated
+3.06%
CNH - IVAL
56%
Loosely correlated
+8.40%
APAM - IVAL
56%
Loosely correlated
+0.50%
STLA - IVAL
55%
Loosely correlated
+2.85%
TTE - IVAL
50%
Loosely correlated
-1.11%
More