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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$68.68
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
JDVRX vs VIVAX Comparison Chart
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JDVRX vs. VIVAX commentary
Jan 24, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JDVRX (642M). VIVAX pays higher dividends than JDVRX: VIVAX (2.25) vs JDVRX (0.75). JDVRX was incepted earlier than VIVAX: JDVRX (20 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 (17.27) and JDVRX (16.97) have marching annual gain over last year. VIVAX return over 5 years is better than : 47.22 vs. JDVRX (26.53).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 4.049 | 3.966 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 184B | 0% |
| Annual Yield % from dividends | 0.75 | 2.25 | 33% |
| Returns for 1 year | 16.97 | 17.27 | 98% |
| Returns for 3 years | 11.52 | 22.82 | 50% |
| Returns for 5 years | 26.53 | 47.22 | 56% |
| Returns for 10 years | 19.84 | 110.28 | 18% |
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