FVAL
Price
$79.18
Change
+$0.26 (+0.33%)
Updated
Jul 24, 04:51 PM (EDT)
Net Assets
1.28B
Intraday BUY SELL Signals
IWD
Price
$248.28
Change
+$2.10 (+0.85%)
Updated
Jul 24, 04:59 PM (EDT)
Net Assets
80.33B
Intraday BUY SELL Signals
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FVAL vs IWD

FVAL vs IWD Comparison Chart in %
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FVAL vs. IWD commentary
Jul 25, 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 FVAL is a Hold and IWD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 80.3B vs. FVAL (1.28B). IWD has a higher annual dividend yield than FVAL: IWD (17.855) vs FVAL (10.094). FVAL was incepted earlier than IWD: FVAL (10 years) vs IWD (26 years). FVAL (0.15) has a lower expense ratio than IWD (0.18). FVAL has a higher turnover IWD (14.00) vs IWD (14.00).
FVALIWDFVAL / IWD
Gain YTD10.09417.85557%
Net Assets1.28B80.3B2%
Total Expense Ratio0.150.1883%
Turnover42.0014.00300%
Yield1.611.44111%
Fund Existence10 years26 years-
TECHNICAL ANALYSIS
Technical Analysis
FVALIWD
RSI
ODDS (%)
Bearish Trend 2 days ago
68%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
74%
MACD
ODDS (%)
Bullish Trend 2 days ago
77%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
84%
Declines
ODDS (%)
Bearish Trend 5 days ago
73%
Bearish Trend 5 days ago
76%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
78%
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FVAL
Daily Signal:
Gain/Loss:
IWD
Daily Signal:
Gain/Loss:
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FVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, FVAL has been closely correlated with AMP. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if FVAL jumps, then AMP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FVAL
1D Price
Change %
FVAL100%
-1.21%
AMP - FVAL
72%
Closely correlated
-1.27%
LNC - FVAL
68%
Closely correlated
-2.09%
URI - FVAL
64%
Loosely correlated
+10.11%
WY - FVAL
62%
Loosely correlated
-0.76%
AA - FVAL
61%
Loosely correlated
-1.95%
More

IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
-0.54%
BAC - IWD
77%
Closely correlated
-0.55%
JPM - IWD
64%
Loosely correlated
+0.49%
CVX - IWD
48%
Loosely correlated
+0.75%
XOM - IWD
45%
Loosely correlated
+1.58%
DIS - IWD
43%
Loosely correlated
-3.17%
More