IDV
Price
$44.97
Change
+$0.21 (+0.47%)
Updated
Sep 11 closing price
Net Assets
8.69B
Intraday BUY SELL Signals
IVAL
Price
$37.22
Change
+$0.40 (+1.09%)
Updated
Sep 11 closing price
Net Assets
225.37M
Intraday BUY SELL Signals
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IDV vs IVAL

IDV vs IVAL Comparison Chart in %
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VS
IDV vs. IVAL commentary
Sep 12, 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 IDV is a Hold and IVAL is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IDV has more net assets: 8.69B vs. IVAL (225M). IVAL has a higher annual dividend yield than IDV: IVAL (20.225) vs IDV (17.439). IDV was incepted earlier than IVAL: IDV (19 years) vs IVAL (12 years). IVAL (0.38) has a lower expense ratio than IDV (0.50). IVAL has a higher turnover IDV (37.00) vs IDV (37.00).
IDVIVALIDV / IVAL
Gain YTD17.43920.22586%
Net Assets8.69B225M3,864%
Total Expense Ratio0.500.38132%
Turnover37.00267.0014%
Yield5.082.54200%
Fund Existence19 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
IDVIVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 3 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
84%
Momentum
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
85%
MACD
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
82%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 9 days ago
84%
Bullish Trend 12 days ago
85%
Declines
ODDS (%)
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
73%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
84%
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IDV
Daily Signal:
Gain/Loss:
IVAL
Daily Signal:
Gain/Loss:
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IDV and

Correlation & Price change

A.I.dvisor indicates that over the last year, IDV has been closely correlated with BMO. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IDV jumps, then BMO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IDV
1D Price
Change %
IDV100%
+0.47%
BMO - IDV
73%
Closely correlated
+0.69%
CM - IDV
68%
Closely correlated
+0.15%
RIO - IDV
65%
Loosely correlated
+0.57%
BHP - IDV
63%
Loosely correlated
-0.23%
NWG - IDV
59%
Loosely correlated
+2.55%
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%
+1.09%
RIO - IVAL
63%
Loosely correlated
+0.57%
CNH - IVAL
56%
Loosely correlated
+0.59%
APAM - IVAL
56%
Loosely correlated
-4.51%
STLA - IVAL
55%
Loosely correlated
+2.27%
TTE - IVAL
50%
Loosely correlated
+0.72%
More