IWD
Price
$242.13
Change
+$2.35 (+0.98%)
Updated
Jun 12 closing price
Net Assets
76.85B
Intraday BUY SELL Signals
JVAL
Price
$58.15
Change
+$0.53 (+0.92%)
Updated
Jun 12 closing price
Net Assets
799.53M
Intraday BUY SELL Signals
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IWD vs JVAL

Header iconIWD vs JVAL Comparison
Open Charts IWD vs JVALBanner chart's image
IWD vs JVAL Comparison Chart in %
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IWD vs. JVAL commentary
Jun 14, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 76.9B vs. JVAL (800M). JVAL has a higher annual dividend yield than IWD: JVAL (18.891) vs IWD (15.552). 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 YTD15.55218.89182%
Net Assets76.9B800M9,613%
Total Expense Ratio0.180.12150%
Turnover15.0026.0058%
Yield1.501.7586%
Fund Existence26 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 3 days ago
72%
Bearish Trend 3 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
72%
Bearish Trend 3 days ago
73%
Momentum
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
81%
MACD
ODDS (%)
Bearish Trend 3 days ago
71%
Bearish Trend 3 days ago
73%
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
82%
Advances
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
83%
Declines
ODDS (%)
Bearish Trend 14 days ago
76%
Bearish Trend 27 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 3 days ago
73%
Aroon
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
81%
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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%
+0.98%
BAC - IWD
77%
Closely correlated
+1.56%
JPM - IWD
64%
Loosely correlated
+2.31%
CVX - IWD
48%
Loosely correlated
+0.75%
XOM - IWD
45%
Loosely correlated
+0.28%
DIS - IWD
43%
Loosely correlated
-0.30%
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