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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$70.28
Change+$0.55 (+0.79%)
VolumeN/A
CapitalizationN/A
JDVRX vs VIVAX Comparison Chart
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JDVRX vs. VIVAX commentary
Nov 23, 2024
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: 184B vs. JDVRX (685M). VIVAX pays higher dividends than JDVRX: VIVAX (2.25) vs JDVRX (0.75). JDVRX was incepted earlier than VIVAX: JDVRX (19 years) vs VIVAX (32 years). JDVRX is a more actively managed with annual turnover of: 28.00 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 : 26.06 vs. JDVRX (23.98). VIVAX return over 5 years is better than : 53.10 vs. JDVRX (27.53).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 24.046 | 19.645 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 184B | 0% |
| Annual Yield % from dividends | 0.75 | 2.25 | 33% |
| Returns for 1 year | 23.98 | 26.06 | 92% |
| Returns for 3 years | 7.70 | 24.77 | 31% |
| Returns for 5 years | 27.53 | 53.10 | 52% |
| Returns for 10 years | 14.02 | 112.20 | 12% |
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