IWD
Price
$258.70
Change
+$0.93 (+0.36%)
Updated
Aug 13, 04:59 PM (EDT)
Net Assets
83.9B
Intraday BUY SELL Signals
TVAL
Price
$43.38
Change
-$0.05 (-0.12%)
Updated
Aug 13, 04:53 PM (EDT)
Net Assets
1.02B
Intraday BUY SELL Signals
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IWD vs TVAL

IWD vs TVAL Comparison Chart in %
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IWD vs. TVAL 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 TVAL is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 83.9B vs. TVAL (1.02B). IWD (23.404) and TVAL (23.311) have matching annual dividend yield . IWD was incepted earlier than TVAL: IWD (26 years) vs TVAL (3 years). IWD (0.18) has a lower expense ratio than TVAL (0.33). TVAL has a higher turnover IWD (14.00) vs IWD (14.00).
IWDTVALIWD / TVAL
Gain YTD23.40423.311100%
Net Assets83.9B1.02B8,193%
Total Expense Ratio0.180.3355%
Turnover14.0037.1038%
Yield1.390.95146%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
65%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
60%
Momentum
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
Advances
ODDS (%)
Bullish Trend 10 days ago
84%
Bullish Trend 10 days ago
90%
Declines
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 25 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
76%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
84%
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IWD
Daily Signal:
Gain/Loss:
TVAL
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

TVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, TVAL has been loosely correlated with SWK. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if TVAL jumps, then SWK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVAL
1D Price
Change %
TVAL100%
+0.07%
SWK - TVAL
66%
Loosely correlated
-1.06%
AME - TVAL
65%
Loosely correlated
+0.87%
BLK - TVAL
64%
Loosely correlated
+1.05%
ROK - TVAL
63%
Loosely correlated
+0.98%
CMI - TVAL
61%
Loosely correlated
+0.77%
More