EFV
Price
$80.88
Change
-$0.43 (-0.53%)
Updated
Jul 31 closing price
Net Assets
29.11B
Intraday BUY SELL Signals
IVAL
Price
$36.18
Change
-$0.75 (-2.03%)
Updated
Jul 31 closing price
Net Assets
221.62M
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 03, 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 StrongBuy and IVAL is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
EFV has more net assets: 29.1B vs. IVAL (222M). IVAL (16.852) and EFV (16.272) have matching annual dividend yield . 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 YTD16.27216.85297%
Net Assets29.1B222M13,108%
Total Expense Ratio0.310.3882%
Turnover3.90267.001%
Yield4.522.60174%
Fund Existence21 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
EFVIVAL
RSI
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 4 days ago
69%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
72%
Bearish Trend 4 days ago
80%
Momentum
ODDS (%)
Bullish Trend 4 days ago
77%
Bullish Trend 4 days ago
78%
MACD
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 4 days ago
86%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
80%
Advances
ODDS (%)
Bullish Trend 7 days ago
85%
Bullish Trend 5 days ago
84%
Declines
ODDS (%)
Bearish Trend 15 days ago
79%
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
76%
Bearish Trend 4 days ago
76%
Aroon
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
83%
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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%
-0.53%
SAN - EFV
73%
Closely correlated
-0.07%
MT - EFV
70%
Closely correlated
+1.15%
BBVA - EFV
70%
Closely correlated
+1.27%
NWG - EFV
67%
Closely correlated
+2.21%
BHP - EFV
66%
Loosely correlated
-1.64%
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%
-2.03%
MT - IVAL
67%
Closely correlated
+1.15%
RIO - IVAL
63%
Loosely correlated
-0.34%
BHP - IVAL
63%
Loosely correlated
-1.64%
CNH - IVAL
56%
Loosely correlated
-0.68%
APAM - IVAL
56%
Loosely correlated
-1.06%
More