IWD
Price
$246.81
Change
+$2.93 (+1.20%)
Updated
Jul 2 closing price
Net Assets
81.56B
Intraday BUY SELL Signals
JVAL
Price
$57.82
Change
-$0.41 (-0.70%)
Updated
Jul 2 closing price
Net Assets
820.86M
Intraday BUY SELL Signals
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IWD vs JVAL

IWD vs JVAL Comparison Chart in %
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IWD vs. JVAL commentary
Jul 04, 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 IWD is a Buy and JVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 81.6B vs. JVAL (821M). JVAL (18.677) and IWD (18.157) have matching annual dividend yield . IWD was incepted earlier than JVAL: IWD (26 years) vs JVAL (9 years). JVAL (0.12) has a lower expense ratio than IWD (0.18). JVAL has a higher turnover IWD (15.00) vs IWD (15.00).
IWDJVALIWD / JVAL
Gain YTD18.15718.67797%
Net Assets81.6B821M9,939%
Total Expense Ratio0.180.12150%
Turnover15.0026.0058%
Yield1.441.6289%
Fund Existence26 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 3 days ago
77%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
73%
Momentum
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bearish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
82%
Advances
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 5 days ago
83%
Declines
ODDS (%)
Bearish Trend 5 days ago
76%
Bearish Trend 3 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
75%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
75%
Bullish Trend 3 days ago
82%
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IWD
Daily Signal:
Gain/Loss:
JVAL
Daily Signal:
Gain/Loss:
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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%
+1.20%
BAC - IWD
77%
Closely correlated
+0.63%
JPM - IWD
64%
Loosely correlated
+0.12%
CVX - IWD
48%
Loosely correlated
+2.12%
XOM - IWD
45%
Loosely correlated
+0.59%
DIS - IWD
43%
Loosely correlated
+3.96%
More

JVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAL has been closely correlated with ST. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAL jumps, then ST could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAL
1D Price
Change %
JVAL100%
-0.70%
ST - JVAL
76%
Closely correlated
-2.60%
ENTG - JVAL
71%
Closely correlated
N/A
TKR - JVAL
70%
Closely correlated
-1.83%
GS - JVAL
69%
Closely correlated
+0.14%
JLL - JVAL
69%
Closely correlated
+2.86%
More