IWD
Price
$258.70
Change
+$0.93 (+0.36%)
Updated
Aug 13, 04:59 PM (EDT)
Net Assets
83.9B
Intraday BUY SELL Signals
JVAL
Price
$60.58
Change
+$0.55 (+0.92%)
Updated
Aug 13, 04:47 PM (EDT)
Net Assets
896.88M
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
Aug 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 83.9B vs. JVAL (897M). IWD (23.404) and JVAL (23.213) 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 YTD23.40423.213101%
Net Assets83.9B897M9,353%
Total Expense Ratio0.180.12150%
Turnover14.0026.0054%
Yield1.391.6584%
Fund Existence26 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
70%
Momentum
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 10 days ago
84%
Bullish Trend 10 days ago
83%
Declines
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 8 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
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%
-0.06%
BAC - IWD
77%
Closely correlated
+1.27%
JPM - IWD
64%
Loosely correlated
+0.87%
CVX - IWD
48%
Loosely correlated
-0.03%
XOM - IWD
45%
Loosely correlated
-0.03%
DIS - IWD
43%
Loosely correlated
-0.30%
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 75% 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%
+0.49%
ST - JVAL
75%
Closely correlated
+0.09%
TKR - JVAL
70%
Closely correlated
+1.33%
GS - JVAL
69%
Closely correlated
+0.27%
JLL - JVAL
69%
Closely correlated
-0.17%
SWK - JVAL
69%
Closely correlated
-1.06%
More