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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
JDVRX vs VIVAX Comparison Chart
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JDVRX vs. VIVAX commentary
Apr 03, 2025
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 JDVRX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVRX (613M). VIVAX pays higher dividends than JDVRX: VIVAX (2.14) vs JDVRX (1.38). JDVRX was incepted earlier than VIVAX: JDVRX (20 years) vs VIVAX (32 years). JDVRX (1.49) is less costly to investors than VIVAX (0.17). JDVRX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (10.00). JDVRX has a lower initial minimum investment than VIVAX: JDVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.07 vs. JDVRX (3.48). VIVAX return over 5 years is better than : 100.53 vs. JDVRX (73.55).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 0.270 | 1.843 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 195B | 0% |
| Annual Yield % from dividends | 1.38 | 2.14 | 64% |
| Returns for 1 year | 3.48 | 7.07 | 49% |
| Returns for 3 years | 4.37 | 16.40 | 27% |
| Returns for 5 years | 73.55 | 100.53 | 73% |
| Returns for 10 years | 13.97 | 107.12 | 13% |
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