IWD
Price
$248.28
Change
+$2.10 (+0.85%)
Updated
Jul 24, 04:59 PM (EDT)
Net Assets
80.33B
Intraday BUY SELL Signals
JVAL
Price
$57.36
Change
+$0.14 (+0.24%)
Updated
Jul 24, 04:57 PM (EDT)
Net Assets
826.39M
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 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 IWD is a Hold and JVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 80.3B vs. JVAL (826M). IWD (17.855) and JVAL (17.445) 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 (14.00) vs IWD (14.00).
IWDJVALIWD / JVAL
Gain YTD17.85517.445102%
Net Assets80.3B826M9,722%
Total Expense Ratio0.180.12150%
Turnover14.0026.0054%
Yield1.441.6289%
Fund Existence26 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
80%
Momentum
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
77%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
N/A
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 2 days ago
74%
Advances
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 15 days ago
84%
Declines
ODDS (%)
Bearish Trend 5 days ago
76%
Bearish Trend 2 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
79%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
84%
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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%
-0.54%
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

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%
-0.97%
ST - JVAL
76%
Closely correlated
-0.72%
TKR - JVAL
70%
Closely correlated
-0.53%
GS - JVAL
69%
Closely correlated
-2.14%
JLL - JVAL
69%
Closely correlated
-1.44%
SWK - JVAL
68%
Closely correlated
-2.06%
More